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
876
$13.7K 0.01%
228
877
$13.7K 0.01%
593
+7
878
$13.7K 0.01%
1,070
879
$13.6K 0.01%
110
880
$13.6K 0.01%
229
+1
881
$13.6K 0.01%
51
882
$13.5K 0.01%
888
+10
883
$13.5K 0.01%
161
884
$13.5K 0.01%
129
-4
885
$13.5K 0.01%
691
886
$13.3K 0.01%
46
887
$13.3K 0.01%
129
-4
888
$13.3K 0.01%
466
889
$13.3K 0.01%
2,154
+41
890
$13.3K 0.01%
887
+13
891
$13.3K 0.01%
762
+24
892
$13.2K 0.01%
60
893
$13.2K 0.01%
92
-17
894
$13.1K 0.01%
3,068
+23
895
$13.1K 0.01%
231
+3
896
$13.1K 0.01%
1,599
+52
897
$13K 0.01%
712
+10
898
$13K 0.01%
25
899
$13K 0.01%
57
900
$13K 0.01%
299
34 35
36
37 38