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
776
$16.3K 0.01%
327
+2
777
$16.3K 0.01%
234
+5
778
$16.3K 0.01%
558
779
$16.3K 0.01%
569
-145
780
$16.3K 0.01%
157
781
$16.2K 0.01%
505
+3
782
$16.2K 0.01%
609
+4
783
$16.2K 0.01%
781
+4
784
$16.2K 0.01%
164
785
$16.2K 0.01%
149
786
$16.2K 0.01%
138
+1
787
$16.2K 0.01%
1,228
+14
788
$16.1K 0.01%
753
789
$16.1K 0.01%
251
+1
790
$16K 0.01%
286
791
$16K 0.01%
443
+5
792
$16K 0.01%
169
793
$15.9K 0.01%
37
794
$15.9K 0.01%
+330
795
$15.8K 0.01%
919
+11
796
$15.8K 0.01%
203
797
$15.8K 0.01%
60
798
$15.8K 0.01%
276
+3
799
$15.7K 0.01%
513
+7
800
$15.7K 0.01%
833
+23