RA

Rise Advisors Portfolio holdings

AUM $280M
1-Year Est. Return 14.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.53%
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 Buys

1 +$2.5M
2 +$2.02M
3 +$1.39M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.38M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$623K

Top Sells

1 +$407K
2 +$124K
3 +$108K
4
NVDA icon
NVIDIA
NVDA
+$101K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$87.8K

Sector Composition

1 Technology 7.09%
2 Financials 7%
3 Consumer Discretionary 3.63%
4 Industrials 3.39%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
851
$15.5K 0.01%
55
852
$15.4K 0.01%
260
+1
853
$15.4K 0.01%
234
+2
854
$15.4K 0.01%
93
+1
855
$15.4K 0.01%
162
856
$15.2K 0.01%
138
857
$15.2K 0.01%
196
858
$15.1K 0.01%
+618
859
$15.1K 0.01%
88
+1
860
$15.1K 0.01%
162
+1
861
$15.1K 0.01%
136
862
$15K 0.01%
298
-32
863
$15K 0.01%
50
864
$15K 0.01%
214
+1
865
$15K 0.01%
787
+25
866
$14.9K 0.01%
284
867
$14.9K 0.01%
487
+1
868
$14.9K 0.01%
401
869
$14.9K 0.01%
207
870
$14.7K 0.01%
553
871
$14.7K 0.01%
615
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872
$14.7K 0.01%
474
+3
873
$14.7K 0.01%
112
874
$14.7K 0.01%
85
875
$14.7K 0.01%
60