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
$208M
AUM Growth
-$772K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,248
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.8M
3
+$1.05M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$246K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$99.5K

Top Sells

1
+$1.51M
2
+$731K
3
+$399K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$300K
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$265K

Sector Composition

1 Financials 7.1%
2 Technology 7.07%
3 Consumer Discretionary 3.81%
4 Industrials 3.21%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$13.6K 0.01%
32
877
$13.5K 0.01%
62
-38
878
$13.5K 0.01%
864
+31
879
$13.4K 0.01%
1,429
880
$13.4K 0.01%
714
881
$13.3K 0.01%
237
882
$13.2K 0.01%
178
+2
883
$13.2K 0.01%
662
+6
884
$13.2K 0.01%
437
+2
885
$13.2K 0.01%
284
886
$13.1K 0.01%
126
+6
887
$13.1K 0.01%
115
+1
888
$13.1K 0.01%
103
889
$13.1K 0.01%
197
+2
890
$13.1K 0.01%
558
891
$13.1K 0.01%
568
892
$13.1K 0.01%
86
893
$13.1K 0.01%
168
+3
894
$13.1K 0.01%
1,076
895
$13.1K 0.01%
1,607
+21
896
$13K 0.01%
294
897
$12.9K 0.01%
59
+1
898
$12.9K 0.01%
917
+15
899
$12.9K 0.01%
116
+4
900
$12.9K 0.01%
63
+3
34 35
36
37 38