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
776
$17.5K 0.01%
364
-4
777
$17.5K 0.01%
447
+4
778
$17.4K 0.01%
789
+6
779
$17.2K 0.01%
453
+3
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$17.2K 0.01%
69
781
$17.2K 0.01%
931
782
$17.2K 0.01%
97
783
$17.2K 0.01%
234
784
$17.2K 0.01%
170
785
$17.2K 0.01%
114
786
$17.1K 0.01%
153
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$17.1K 0.01%
756
+3
788
$17.1K 0.01%
323
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789
$17.1K 0.01%
576
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$17.1K 0.01%
1,032
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$17.1K 0.01%
88
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$17K 0.01%
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$17K 0.01%
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$17K 0.01%
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795
$16.9K 0.01%
634
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$16.9K 0.01%
29
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$16.9K 0.01%
9
798
$16.9K 0.01%
53
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$16.8K 0.01%
168
800
$16.8K 0.01%
129