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
876
$14.6K 0.01%
301
877
$14.6K 0.01%
348
878
$14.5K 0.01%
89
+1
879
$14.5K 0.01%
558
880
$14.4K 0.01%
156
881
$14.4K 0.01%
550
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882
$14.4K 0.01%
916
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883
$14.4K 0.01%
5,043
884
$14.4K 0.01%
833
885
$14.4K 0.01%
390
+3
886
$14.3K 0.01%
195
887
$14.3K 0.01%
251
888
$14.3K 0.01%
358
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$14.3K 0.01%
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890
$14.3K 0.01%
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$14.3K 0.01%
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$14.2K 0.01%
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1,186
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$14.1K 0.01%
63
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$14.1K 0.01%
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$14.1K 0.01%
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900
$14.1K 0.01%
299
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