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
826
$15.1K 0.01%
209
827
$15K 0.01%
383
+3
828
$15K 0.01%
324
+1
829
$15K 0.01%
196
830
$15K 0.01%
162
831
$14.9K 0.01%
81
832
$14.9K 0.01%
66
+2
833
$14.8K 0.01%
1,047
+15
834
$14.8K 0.01%
1,308
-2,461
835
$14.7K 0.01%
90
836
$14.7K 0.01%
305
-2
837
$14.6K 0.01%
189
+2
838
$14.6K 0.01%
2,006
+63
839
$14.6K 0.01%
3,692
+55
840
$14.5K 0.01%
99
-58
841
$14.5K 0.01%
4,735
842
$14.5K 0.01%
264
843
$14.5K 0.01%
505
844
$14.5K 0.01%
363
+3
845
$14.5K 0.01%
189
-3
846
$14.4K 0.01%
302
-111
847
$14.4K 0.01%
213
+1
848
$14.4K 0.01%
162
849
$14.4K 0.01%
129
850
$14.3K 0.01%
550
-22
32 33
34
35 36