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
$252M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,662
New
Increased
Reduced
Closed

Top Sells

1 +$146K
2 +$117K
3 +$94K
4
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$93.6K
5
MDT icon
Medtronic
MDT
+$51.8K

Sector Composition

1 Technology 8.53%
2 Financials 5.74%
3 Consumer Discretionary 3.24%
4 Industrials 2.95%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HR icon
751
Healthcare Realty
HR
$5.94B
$14.5K 0.01%
915
+20
ULTA icon
752
Ulta Beauty
ULTA
$27B
$14.5K 0.01%
31
-1
ALGM icon
753
Allegro MicroSystems
ALGM
$4.99B
$14.5K 0.01%
424
+92
PIPR icon
754
Piper Sandler
PIPR
$5.82B
$14.5K 0.01%
52
BRBR icon
755
BellRing Brands
BRBR
$3.57B
$14.5K 0.01%
250
CF icon
756
CF Industries
CF
$12.1B
$14.4K 0.01%
157
TTC icon
757
Toro Company
TTC
$7.72B
$14.4K 0.01%
204
+1
FLS icon
758
Flowserve
FLS
$9.06B
$14.4K 0.01%
276
+2
KEX icon
759
Kirby Corp
KEX
$6.01B
$14.4K 0.01%
127
INCY icon
760
Incyte
INCY
$19.7B
$14.4K 0.01%
211
+33
VICI icon
761
VICI Properties
VICI
$29.9B
$14.3K 0.01%
440
CHD icon
762
Church & Dwight Co
CHD
$20.5B
$14.3K 0.01%
149
+13
NTAP icon
763
NetApp
NTAP
$21.8B
$14.3K 0.01%
134
+5
AVNT icon
764
Avient
AVNT
$2.87B
$14.3K 0.01%
443
+16
BRO icon
765
Brown & Brown
BRO
$27.6B
$14.3K 0.01%
129
MOH icon
766
Molina Healthcare
MOH
$8.4B
$14.3K 0.01%
48
+4
VOYA icon
767
Voya Financial
VOYA
$7.19B
$14.3K 0.01%
201
EXPE icon
768
Expedia Group
EXPE
$35.1B
$14.2K 0.01%
84
CDP icon
769
COPT Defense Properties
CDP
$3.21B
$14.2K 0.01%
516
+6
JAZZ icon
770
Jazz Pharmaceuticals
JAZZ
$10.4B
$14.2K 0.01%
134
RLI icon
771
RLI Corp
RLI
$5.99B
$14.2K 0.01%
197
+1
GHC icon
772
Graham Holdings Company
GHC
$4.84B
$14.2K 0.01%
15
DY icon
773
Dycom Industries
DY
$10.1B
$14.2K 0.01%
58
NWE icon
774
NorthWestern Energy
NWE
$3.97B
$14.2K 0.01%
276
+3
GMED icon
775
Globus Medical
GMED
$11.8B
$14.2K 0.01%
240