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

Top Sells

1
+$3.15M
2
+$2.26M
3
+$362K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$270K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$237K

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
851
$14.4K 0.01%
337
+4
852
$14.3K 0.01%
405
853
$14.3K 0.01%
1,978
+35
854
$14.3K 0.01%
228
+1
855
$14.3K 0.01%
755
+1
856
$14.3K 0.01%
401
857
$14.3K 0.01%
1,565
+22
858
$14.2K 0.01%
59
-11
859
$14.2K 0.01%
1,164
+42
860
$14.2K 0.01%
85
861
$14.2K 0.01%
87
862
$14.2K 0.01%
211
+1
863
$14.2K 0.01%
506
864
$14.1K 0.01%
158
865
$14.1K 0.01%
194
+1
866
$14K 0.01%
626
+9
867
$14K 0.01%
213
+2
868
$14K 0.01%
100
869
$14K 0.01%
545
+6
870
$13.9K 0.01%
112
+1
871
$13.9K 0.01%
112
872
$13.9K 0.01%
90
873
$13.8K 0.01%
304
+36
874
$13.8K 0.01%
1,879
+73
875
$13.8K 0.01%
125
33 34
35
36 37