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
$111M
AUM Growth
+$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$4.95M
3
+$2.38M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.25M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.13M

Top Sells

1
+$3.14M
2
+$1.22M
3
+$936K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$470K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$315K

Sector Composition

1 Technology 8.58%
2 Financials 5.48%
3 Consumer Discretionary 5.47%
4 Consumer Staples 3.33%
5 Healthcare 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$155K 0.14%
682
+4
77
$151K 0.14%
635
+7
78
$145K 0.13%
321
-576
79
$139K 0.13%
2,405
+255
80
$137K 0.12%
1,353
+5
81
$131K 0.12%
1,680
-322
82
$127K 0.11%
+1,995
83
$124K 0.11%
216
+81
84
$124K 0.11%
1,841
-193
85
$123K 0.11%
1,175
-199
86
$122K 0.11%
891
-9
87
$119K 0.11%
2,339
-194
88
$116K 0.1%
628
+3
89
$116K 0.1%
2,644
+16
90
$114K 0.1%
274
91
$111K 0.1%
1,033
+2
92
$110K 0.1%
1,054
-100
93
$109K 0.1%
838
-12
94
$108K 0.1%
2,875
+42
95
$106K 0.1%
2,144
+1,140
96
$106K 0.1%
426
97
$105K 0.09%
690
+17
98
$104K 0.09%
927
+385
99
$102K 0.09%
1,534
+22
100
$100K 0.09%
1,617
+974
2 3
4
5 6