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
926
$12.3K 0.01%
376
+7
927
$12.3K 0.01%
63
928
$12.2K 0.01%
553
929
$12.2K 0.01%
97
-2
930
$12.2K 0.01%
251
931
$12.2K 0.01%
41
932
$12.2K 0.01%
505
933
$12.1K 0.01%
+419
934
$12.1K 0.01%
842
+26
935
$12K 0.01%
138
936
$12K 0.01%
529
937
$12K 0.01%
204
938
$12K 0.01%
190
+1
939
$12K 0.01%
357
+3
940
$11.9K 0.01%
1,150
+10
941
$11.9K 0.01%
207
+2
942
$11.9K 0.01%
1,184
943
$11.8K 0.01%
1,180
+33
944
$11.8K 0.01%
87
+1
945
$11.8K 0.01%
86
+1
946
$11.8K 0.01%
91
947
$11.8K 0.01%
319
+1
948
$11.8K 0.01%
159
+1
949
$11.8K 0.01%
127
950
$11.8K 0.01%
32
36 37
38
39 40