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
$209M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Sells

1 +$412K
2 +$130K
3 +$109K
4
NVDA icon
NVIDIA
NVDA
+$103K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$90.7K

Sector Composition

1 Technology 7.1%
2 Financials 7%
3 Consumer Discretionary 3.63%
4 Industrials 3.37%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$18.2K 0.01%
1,429
752
$18.2K 0.01%
135
753
$18.2K 0.01%
1,342
+13
754
$18.1K 0.01%
470
+2
755
$18.1K 0.01%
1,076
756
$18.1K 0.01%
75
757
$18K 0.01%
431
758
$18K 0.01%
125
759
$18K 0.01%
169
760
$18K 0.01%
94
761
$18K 0.01%
164
+1
762
$18K 0.01%
785
+4
763
$17.9K 0.01%
121
764
$17.9K 0.01%
149
765
$17.8K 0.01%
60
766
$17.8K 0.01%
467
+5
767
$17.8K 0.01%
286
768
$17.7K 0.01%
124
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769
$17.7K 0.01%
264
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$17.6K 0.01%
435
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$17.6K 0.01%
341
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772
$17.6K 0.01%
37
773
$17.5K 0.01%
575
+2
774
$17.5K 0.01%
164
775
$17.5K 0.01%
572
+6