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
901
$12.9K 0.01%
228
+3
902
$12.9K 0.01%
88
903
$12.9K 0.01%
107
904
$12.9K 0.01%
188
905
$12.9K 0.01%
237
906
$12.8K 0.01%
49
-14
907
$12.8K 0.01%
1,057
+7
908
$12.8K 0.01%
348
909
$12.7K 0.01%
387
+15
910
$12.7K 0.01%
92
911
$12.6K 0.01%
366
+1
912
$12.6K 0.01%
159
913
$12.6K 0.01%
559
+6
914
$12.6K 0.01%
175
915
$12.6K 0.01%
230
+1
916
$12.6K 0.01%
426
+3
917
$12.5K 0.01%
63
918
$12.4K 0.01%
232
+2
919
$12.4K 0.01%
491
+25
920
$12.4K 0.01%
120
921
$12.4K 0.01%
24
922
$12.4K 0.01%
116
923
$12.4K 0.01%
165
+2
924
$12.3K 0.01%
323
925
$12.3K 0.01%
137
+1
35 36
37
38 39