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
$252M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,662
New
Increased
Reduced
Closed

Top Sells

1 +$146K
2 +$117K
3 +$94K
4
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$93.6K
5
MDT icon
Medtronic
MDT
+$51.8K

Sector Composition

1 Technology 8.53%
2 Financials 5.74%
3 Consumer Discretionary 3.24%
4 Industrials 2.95%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ZS icon
876
Zscaler
ZS
$50.7B
$11.9K ﹤0.01%
38
ROG icon
877
Rogers Corp
ROG
$1.52B
$11.9K ﹤0.01%
174
GPK icon
878
Graphic Packaging
GPK
$4.85B
$11.9K ﹤0.01%
565
+2
LOPE icon
879
Grand Canyon Education
LOPE
$4.65B
$11.9K ﹤0.01%
63
AVB icon
880
AvalonBay Communities
AVB
$25.1B
$11.9K ﹤0.01%
58
EGP icon
881
EastGroup Properties
EGP
$9.48B
$11.9K ﹤0.01%
71
H icon
882
Hyatt Hotels
H
$14.8B
$11.8K ﹤0.01%
85
RVTY icon
883
Revvity
RVTY
$10.3B
$11.8K ﹤0.01%
122
HAL icon
884
Halliburton
HAL
$23.2B
$11.8K ﹤0.01%
579
+4
SANM icon
885
Sanmina
SANM
$9.27B
$11.7K ﹤0.01%
120
APTV icon
886
Aptiv
APTV
$18.1B
$11.7K ﹤0.01%
172
+17
BRX icon
887
Brixmor Property Group
BRX
$8.18B
$11.7K ﹤0.01%
450
+5
CNP icon
888
CenterPoint Energy
CNP
$25.7B
$11.7K ﹤0.01%
319
+2
BALL icon
889
Ball Corp
BALL
$13.1B
$11.7K ﹤0.01%
208
-9
DGX icon
890
Quest Diagnostics
DGX
$20B
$11.7K ﹤0.01%
65
STLD icon
891
Steel Dynamics
STLD
$22.2B
$11.6K ﹤0.01%
91
+1
DASH icon
892
DoorDash
DASH
$88.1B
$11.6K ﹤0.01%
47
+35
SNEX icon
893
StoneX
SNEX
$4.65B
$11.6K ﹤0.01%
127
TNL icon
894
Travel + Leisure Co
TNL
$4.08B
$11.6K ﹤0.01%
224
+2
TSN icon
895
Tyson Foods
TSN
$18.7B
$11.6K ﹤0.01%
206
+1
LH icon
896
Labcorp
LH
$21B
$11.6K ﹤0.01%
44
AVPT icon
897
AvePoint
AVPT
$2.61B
$11.5K ﹤0.01%
597
DCI icon
898
Donaldson
DCI
$10.1B
$11.5K ﹤0.01%
166
+1
VNT icon
899
Vontier
VNT
$5.51B
$11.5K ﹤0.01%
312
BKCH icon
900
Global X Blockchain ETF
BKCH
$369M
$11.5K ﹤0.01%
218