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
ASTS icon
901
AST SpaceMobile
ASTS
$19.2B
$11.5K ﹤0.01%
246
-37
TKR icon
902
Timken Company
TKR
$5.5B
$11.5K ﹤0.01%
158
+1
STR
903
DELISTED
Sitio Royalties
STR
$11.4K ﹤0.01%
621
ONTO icon
904
Onto Innovation
ONTO
$6.82B
$11.4K ﹤0.01%
113
FLG
905
Flagstar Bank National Association
FLG
$4.52B
$11.4K ﹤0.01%
1,074
BAX icon
906
Baxter International
BAX
$9.25B
$11.4K ﹤0.01%
376
+2
THO icon
907
Thor Industries
THO
$5.49B
$11.4K ﹤0.01%
128
+8
GPI icon
908
Group 1 Automotive
GPI
$4.94B
$11.4K ﹤0.01%
26
PVH icon
909
PVH
PVH
$3.69B
$11.3K ﹤0.01%
165
+16
BILL icon
910
BILL Holdings
BILL
$4.58B
$11.3K ﹤0.01%
245
AN icon
911
AutoNation
AN
$6.91B
$11.3K ﹤0.01%
57
ATGE icon
912
Adtalem Global Education
ATGE
$3.45B
$11.3K ﹤0.01%
89
ITRI icon
913
Itron
ITRI
$4.82B
$11.3K ﹤0.01%
86
GVA icon
914
Granite Construction
GVA
$4.3B
$11.3K ﹤0.01%
121
HL icon
915
Hecla Mining
HL
$9.3B
$11.3K ﹤0.01%
1,889
+1
FUL icon
916
H.B. Fuller
FUL
$3.13B
$11.3K ﹤0.01%
188
NTCT icon
917
NETSCOUT
NTCT
$2.07B
$11.3K ﹤0.01%
454
MC icon
918
Moelis & Co
MC
$4.73B
$11.3K ﹤0.01%
181
+2
PLMR icon
919
Palomar
PLMR
$3.39B
$11.3K ﹤0.01%
73
UMH
920
UMH Properties
UMH
$1.29B
$11.2K ﹤0.01%
669
GAP
921
The Gap Inc
GAP
$8.7B
$11.2K ﹤0.01%
514
+4
CAKE icon
922
Cheesecake Factory
CAKE
$2.36B
$11.2K ﹤0.01%
179
+1
SJM icon
923
J.M. Smucker
SJM
$11.4B
$11.2K ﹤0.01%
114
+8
PM icon
924
Philip Morris
PM
$239B
$11.2K ﹤0.01%
61
+40
ASGN icon
925
ASGN Inc
ASGN
$1.87B
$11.2K ﹤0.01%
224