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
901
$14.1K 0.01%
230
+1
902
$14.1K 0.01%
577
903
$14.1K 0.01%
129
904
$14K 0.01%
+454
905
$14K 0.01%
92
906
$13.9K 0.01%
753
907
$13.9K 0.01%
49
908
$13.8K 0.01%
32
909
$13.8K 0.01%
714
910
$13.8K 0.01%
307
+8
911
$13.8K 0.01%
113
+1
912
$13.8K 0.01%
195
+1
913
$13.8K 0.01%
123
-6
914
$13.8K 0.01%
188
915
$13.7K 0.01%
56
+1
916
$13.7K 0.01%
64
+1
917
$13.6K 0.01%
167
+2
918
$13.5K 0.01%
153
919
$13.5K 0.01%
869
+27
920
$13.4K 0.01%
231
+1
921
$13.4K 0.01%
93
922
$13.4K 0.01%
24
923
$13.4K 0.01%
426
924
$13.3K 0.01%
1,497
925
$13.3K 0.01%
35