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
$279M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,625
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$14M
3 +$13M
4
VTV icon
Vanguard Value ETF
VTV
+$2.74M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.54M

Top Sells

1 +$27.1M
2 +$13.6M
3 +$707K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$603K
5
MU icon
Micron Technology
MU
+$323K

Sector Composition

1 Technology 8.61%
2 Financials 5.25%
3 Consumer Discretionary 3.24%
4 Industrials 2.87%
5 Healthcare 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BR icon
851
Broadridge
BR
$26.8B
$12.9K ﹤0.01%
54
CNP icon
852
CenterPoint Energy
CNP
$24.9B
$12.9K ﹤0.01%
333
+14
AVB icon
853
AvalonBay Communities
AVB
$25.6B
$12.9K ﹤0.01%
67
+9
GEF icon
854
Greif
GEF
$3.85B
$12.9K ﹤0.01%
216
+2
POST icon
855
Post Holdings
POST
$5.22B
$12.9K ﹤0.01%
120
NOV icon
856
NOV
NOV
$5.9B
$12.9K ﹤0.01%
973
+5
SAIC icon
857
Saic
SAIC
$4.02B
$12.9K ﹤0.01%
129
RLI icon
858
RLI Corp
RLI
$5.67B
$12.9K ﹤0.01%
197
SNEX icon
859
StoneX
SNEX
$4.77B
$12.8K ﹤0.01%
127
VMBS icon
860
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.4B
$12.8K ﹤0.01%
273
+3
TREX icon
861
Trex
TREX
$3.8B
$12.7K ﹤0.01%
246
STLD icon
862
Steel Dynamics
STLD
$24.7B
$12.7K ﹤0.01%
91
GNTX icon
863
Gentex
GNTX
$5.02B
$12.6K ﹤0.01%
447
+3
BRX icon
864
Brixmor Property Group
BRX
$7.79B
$12.6K ﹤0.01%
455
+5
BRO icon
865
Brown & Brown
BRO
$27.1B
$12.6K ﹤0.01%
134
+5
GL icon
866
Globe Life
GL
$10.3B
$12.6K ﹤0.01%
88
+7
WH icon
867
Wyndham Hotels & Resorts
WH
$5.6B
$12.5K ﹤0.01%
157
PVH icon
868
PVH
PVH
$4.18B
$12.5K ﹤0.01%
149
-16
DAR icon
869
Darling Ingredients
DAR
$5.93B
$12.5K ﹤0.01%
404
AN icon
870
AutoNation
AN
$7.72B
$12.5K ﹤0.01%
57
CTO
871
CTO Realty Growth
CTO
$584M
$12.5K ﹤0.01%
765
HOG icon
872
Harley-Davidson
HOG
$2.9B
$12.5K ﹤0.01%
447
+3
LNTH icon
873
Lantheus
LNTH
$4B
$12.5K ﹤0.01%
243
OLN icon
874
Olin
OLN
$2.46B
$12.4K ﹤0.01%
498
+4
PSN icon
875
Parsons
PSN
$8.71B
$12.4K ﹤0.01%
150