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
$209M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.1M
3
+$1.42M
4
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$1.41M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$641K

Top Sells

1
+$412K
2
+$130K
3
+$109K
4
NVDA icon
NVIDIA
NVDA
+$103K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$90.7K

Sector Composition

1 Technology 7.1%
2 Financials 7%
3 Consumer Discretionary 3.63%
4 Industrials 3.37%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$12.3K 0.01%
285
+5
952
$12.3K 0.01%
102
+1
953
$12.2K 0.01%
425
954
$12.2K 0.01%
160
+1
955
$12.2K 0.01%
386
956
$12.2K 0.01%
183
+2
957
$12.2K 0.01%
894
+4
958
$12.2K 0.01%
58
+1
959
$12.1K 0.01%
107
960
$12.1K 0.01%
214
961
$12.1K 0.01%
125
962
$12.1K 0.01%
1,074
-1
963
$12K 0.01%
86
964
$12K 0.01%
237
965
$12K 0.01%
656
+7
966
$11.8K 0.01%
295
967
$11.8K 0.01%
74
+1
968
$11.7K 0.01%
835
969
$11.7K 0.01%
401
+1
970
$11.6K 0.01%
298
971
$11.6K 0.01%
383
-191
972
$11.6K 0.01%
816
973
$11.6K 0.01%
146
974
$11.6K 0.01%
92
+1
975
$11.5K 0.01%
567
+8
37 38
39
40 41