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
826
$15K 0.01%
168
827
$15K 0.01%
491
+4
828
$15K 0.01%
209
829
$14.9K 0.01%
482
+3
830
$14.9K 0.01%
594
831
$14.9K 0.01%
154
+1
832
$14.8K 0.01%
654
+7
833
$14.7K 0.01%
472
+7
834
$14.7K 0.01%
150
+1
835
$14.7K 0.01%
289
836
$14.7K 0.01%
75
+1
837
$14.7K 0.01%
92
838
$14.7K 0.01%
292
+2
839
$14.6K 0.01%
264
840
$14.6K 0.01%
622
+5
841
$14.6K 0.01%
153
842
$14.6K 0.01%
226
+2
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$14.6K 0.01%
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$14.6K 0.01%
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845
$14.5K 0.01%
93
846
$14.5K 0.01%
433
+2
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$14.5K 0.01%
577
848
$14.5K 0.01%
+143
849
$14.5K 0.01%
195
850
$14.4K 0.01%
136
+1