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
801
$16.8K 0.01%
517
+4
802
$16.8K 0.01%
435
+2
803
$16.8K 0.01%
158
+3
804
$16.7K 0.01%
600
+7
805
$16.7K 0.01%
209
806
$16.6K 0.01%
150
807
$16.6K 0.01%
140
+2
808
$16.6K 0.01%
223
809
$16.6K 0.01%
342
+5
810
$16.6K 0.01%
278
+2
811
$16.6K 0.01%
46
812
$16.5K 0.01%
196
813
$16.5K 0.01%
929
+10
814
$16.5K 0.01%
93
815
$16.5K 0.01%
187
+1
816
$16.5K 0.01%
267
+1
817
$16.5K 0.01%
260
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$16.5K 0.01%
92
819
$16.5K 0.01%
293
820
$16.4K 0.01%
158
821
$16.4K 0.01%
294
822
$16.4K 0.01%
407
823
$16.4K 0.01%
1,943
+64
824
$16.3K 0.01%
2,154
825
$16.3K 0.01%
234
+3