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
851
$15.5K 0.01%
55
852
$15.4K 0.01%
196
+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
+6
872
$14.7K 0.01%
474
+3
873
$14.7K 0.01%
112
874
$14.7K 0.01%
60
875
$14.7K 0.01%
85