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
826
$16.3K 0.01%
627
+5
827
$16.2K 0.01%
1,457
828
$16.1K 0.01%
85
829
$16.1K 0.01%
921
+13
830
$16K 0.01%
949
831
$16K 0.01%
229
+1
832
$16K 0.01%
212
+1
833
$16K 0.01%
51
834
$15.9K 0.01%
439
835
$15.9K 0.01%
1,586
+21
836
$15.9K 0.01%
160
+1
837
$15.9K 0.01%
596
+3
838
$15.8K 0.01%
90
839
$15.8K 0.01%
154
840
$15.7K 0.01%
81
841
$15.7K 0.01%
229
+1
842
$15.7K 0.01%
661
+7
843
$15.7K 0.01%
405
844
$15.7K 0.01%
495
+4
845
$15.7K 0.01%
898
+10
846
$15.7K 0.01%
888
847
$15.6K 0.01%
360
+3
848
$15.6K 0.01%
226
849
$15.6K 0.01%
157
850
$15.6K 0.01%
229
+1