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
$208M
AUM Growth
-$772K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,248
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.8M
3
+$1.05M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$246K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$99.5K

Top Sells

1
+$1.51M
2
+$731K
3
+$399K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$300K
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$265K

Sector Composition

1 Financials 7.1%
2 Technology 7.07%
3 Consumer Discretionary 3.81%
4 Industrials 3.21%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$15.7K 0.01%
926
+10
802
$15.7K 0.01%
500
+5
803
$15.7K 0.01%
140
-16
804
$15.6K 0.01%
153
805
$15.6K 0.01%
92
806
$15.6K 0.01%
431
807
$15.5K 0.01%
892
808
$15.5K 0.01%
489
+3
809
$15.5K 0.01%
401
810
$15.5K 0.01%
239
-48
811
$15.5K 0.01%
147
-28
812
$15.4K 0.01%
3,123
+26
813
$15.4K 0.01%
92
814
$15.4K 0.01%
231
+1
815
$15.4K 0.01%
208
816
$15.3K 0.01%
555
+2
817
$15.3K 0.01%
452
+5
818
$15.2K 0.01%
935
+14
819
$15.2K 0.01%
670
+9
820
$15.2K 0.01%
203
+7
821
$15.2K 0.01%
213
+1
822
$15.2K 0.01%
63
823
$15.2K 0.01%
631
+4
824
$15.1K 0.01%
627
+9
825
$15.1K 0.01%
298
31 32
33
34 35