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
926
$12.2K 0.01%
348
927
$12.2K 0.01%
69
928
$12.1K 0.01%
155
929
$12.1K 0.01%
35
930
$12.1K 0.01%
1,018
+9
931
$12K 0.01%
309
932
$12K 0.01%
209
-59
933
$12K 0.01%
577
934
$12K 0.01%
161
+1
935
$12K 0.01%
139
+1
936
$11.9K 0.01%
383
937
$11.9K 0.01%
124
938
$11.8K 0.01%
48
939
$11.8K 0.01%
1,211
+31
940
$11.7K 0.01%
82
-6
941
$11.7K 0.01%
425
942
$11.7K 0.01%
1,709
+59
943
$11.4K 0.01%
717
+5
944
$11.4K 0.01%
62
945
$11.4K 0.01%
1,655
946
$11.3K 0.01%
125
947
$11.3K 0.01%
54
+2
948
$11.2K 0.01%
1,070
949
$11.1K 0.01%
106
+1
950
$11K 0.01%
93
36 37
38
39 40