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

Top Sells

1
+$3.15M
2
+$2.26M
3
+$362K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$270K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$237K

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
801
$15.7K 0.01%
566
+5
802
$15.7K 0.01%
196
+1
803
$15.6K 0.01%
462
+5
804
$15.6K 0.01%
284
805
$15.6K 0.01%
69
806
$15.5K 0.01%
306
+4
807
$15.5K 0.01%
365
+1
808
$15.4K 0.01%
9
809
$15.4K 0.01%
356
+1
810
$15.4K 0.01%
908
+13
811
$15.4K 0.01%
67
812
$15.3K 0.01%
949
813
$15.3K 0.01%
208
814
$15.3K 0.01%
553
+2
815
$15.2K 0.01%
573
+6
816
$15.2K 0.01%
121
817
$15.2K 0.01%
81
818
$15.2K 0.01%
203
819
$15.2K 0.01%
163
+1
820
$15.2K 0.01%
2
821
$15.2K 0.01%
1,139
+16
822
$15.1K 0.01%
3,512
+108
823
$15.1K 0.01%
545
+3
824
$15.1K 0.01%
85
825
$15K 0.01%
450
-17
31 32
33
34 35