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
$279M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,625
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$14M
3 +$13M
4
VTV icon
Vanguard Value ETF
VTV
+$2.74M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.54M

Top Sells

1 +$27.1M
2 +$13.6M
3 +$707K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$603K
5
MU icon
Micron Technology
MU
+$323K

Sector Composition

1 Technology 8.61%
2 Financials 5.25%
3 Consumer Discretionary 3.24%
4 Industrials 2.87%
5 Healthcare 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
POWI icon
951
Power Integrations
POWI
$1.91B
$10.7K ﹤0.01%
267
-9
AHH
952
Armada Hoffler Properties
AHH
$526M
$10.7K ﹤0.01%
1,531
AM icon
953
Antero Midstream
AM
$8.46B
$10.7K ﹤0.01%
552
+7
NUVL icon
954
Nuvalent
NUVL
$8.15B
$10.7K ﹤0.01%
124
ITRI icon
955
Itron
ITRI
$4.34B
$10.7K ﹤0.01%
86
MTH icon
956
Meritage Homes
MTH
$5.15B
$10.6K ﹤0.01%
147
-7
EQR icon
957
Equity Residential
EQR
$23.6B
$10.6K ﹤0.01%
164
+15
ASGN icon
958
ASGN Inc
ASGN
$1.94B
$10.6K ﹤0.01%
224
NXRT
959
NexPoint Residential Trust
NXRT
$793M
$10.6K ﹤0.01%
329
+5
KEX icon
960
Kirby Corp
KEX
$6.15B
$10.6K ﹤0.01%
127
BALL icon
961
Ball Corp
BALL
$13B
$10.5K ﹤0.01%
209
+1
FR icon
962
First Industrial Realty Trust
FR
$7.47B
$10.5K ﹤0.01%
205
+2
MWA icon
963
Mueller Water Products
MWA
$3.82B
$10.5K ﹤0.01%
413
IFF icon
964
International Flavors & Fragrances
IFF
$17.6B
$10.5K ﹤0.01%
171
TGTX icon
965
TG Therapeutics
TGTX
$4.86B
$10.5K ﹤0.01%
290
VCYT icon
966
Veracyte
VCYT
$3.65B
$10.5K ﹤0.01%
305
CVCO icon
967
Cavco Industries
CVCO
$4.57B
$10.5K ﹤0.01%
18
SON icon
968
Sonoco
SON
$4.05B
$10.4K ﹤0.01%
242
+2
ASH icon
969
Ashland
ASH
$2.63B
$10.4K ﹤0.01%
218
+2
HTO
970
H2O America
HTO
$1.7B
$10.4K ﹤0.01%
214
WMG icon
971
Warner Music
WMG
$14.5B
$10.4K ﹤0.01%
306
HURN icon
972
Huron Consulting
HURN
$2.84B
$10.4K ﹤0.01%
71
PLXS icon
973
Plexus
PLXS
$3.89B
$10.4K ﹤0.01%
72
PRGO icon
974
Perrigo
PRGO
$1.87B
$10.4K ﹤0.01%
468
+6
BRKR icon
975
Bruker
BRKR
$7.19B
$10.4K ﹤0.01%
321