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
901
$12.9K 0.01%
24
902
$12.8K 0.01%
1,212
+26
903
$12.8K 0.01%
210
+2
904
$12.8K 0.01%
89
905
$12.8K 0.01%
37
906
$12.8K 0.01%
497
+10
907
$12.7K 0.01%
707
-564
908
$12.7K 0.01%
479
+5
909
$12.7K 0.01%
138
910
$12.7K 0.01%
305
-19
911
$12.7K 0.01%
230
+1
912
$12.6K 0.01%
29
913
$12.5K 0.01%
160
914
$12.5K 0.01%
207
915
$12.5K 0.01%
43
+2
916
$12.5K 0.01%
289
+4
917
$12.5K 0.01%
1,077
+10
918
$12.5K 0.01%
152
919
$12.4K 0.01%
323
920
$12.4K 0.01%
1,497
921
$12.4K 0.01%
122
922
$12.4K 0.01%
366
+2
923
$12.4K 0.01%
894
+25
924
$12.4K 0.01%
93
925
$12.3K 0.01%
275
35 36
37
38 39