RA

Rise Advisors Portfolio holdings

AUM $279M
1-Year Est. Return 13.26%
This Quarter Est. Return
1 Year Est. Return
+13.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
+$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,290
New
Increased
Reduced
Closed

Top Buys

1 +$1.61M
2 +$1.23M
3 +$1.18M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$795K
5
BA icon
Boeing
BA
+$388K

Sector Composition

1 Technology 7.88%
2 Financials 6.64%
3 Consumer Discretionary 3.8%
4 Industrials 3.52%
5 Healthcare 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$16.8K 0.01%
1,452
+25
752
$16.8K 0.01%
460
+5
753
$16.8K 0.01%
468
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754
$16.7K 0.01%
127
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$16.7K 0.01%
142
756
$16.7K 0.01%
584
+6
757
$16.7K 0.01%
153
758
$16.6K 0.01%
266
759
$16.6K 0.01%
233
+4
760
$16.6K 0.01%
835
+200
761
$16.6K 0.01%
301
762
$16.6K 0.01%
233
+1
763
$16.6K 0.01%
753
764
$16.5K 0.01%
1,865
765
$16.5K 0.01%
629
766
$16.5K 0.01%
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-10
767
$16.5K 0.01%
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$16.5K 0.01%
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$16.5K 0.01%
50
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$16.5K 0.01%
114
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$16.4K 0.01%
328
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$16.4K 0.01%
1,020
+12
773
$16.4K 0.01%
156
774
$16.4K 0.01%
264
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775
$16.4K 0.01%
1,457