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

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
951
$11.8K 0.01%
1,065
952
$11.7K 0.01%
48
953
$11.7K 0.01%
1,655
954
$11.7K 0.01%
275
+2
955
$11.7K 0.01%
151
956
$11.7K 0.01%
117
957
$11.6K 0.01%
280
+4
958
$11.5K 0.01%
194
+2
959
$11.5K 0.01%
93
960
$11.5K 0.01%
85
961
$11.5K 0.01%
55
962
$11.5K 0.01%
125
963
$11.5K 0.01%
218
964
$11.4K 0.01%
144
+1
965
$11.4K 0.01%
55
966
$11.3K 0.01%
126
967
$11.3K 0.01%
64
968
$11.3K 0.01%
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969
$11.3K 0.01%
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$11.2K 0.01%
386
971
$11.2K 0.01%
29
972
$11.2K 0.01%
124
973
$11.2K 0.01%
309
974
$11.1K 0.01%
624
+7
975
$11.1K 0.01%
155