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
$132M
AUM Growth
+$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.99M
3
+$1.23M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$380K
5
AAPL icon
Apple
AAPL
+$371K

Top Sells

1
+$1.85M
2
+$578K
3
+$336K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$239K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$216K

Sector Composition

1 Technology 5.98%
2 Financials 4.82%
3 Consumer Discretionary 4.47%
4 Consumer Staples 3.13%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$165K 0.12%
2,373
+933
77
$156K 0.12%
12,396
+728
78
$155K 0.12%
1,181
-14
79
$153K 0.12%
837
+20
80
$148K 0.11%
3,286
+20
81
$145K 0.11%
397
-139
82
$144K 0.11%
743
+221
83
$144K 0.11%
1,502
+519
84
$143K 0.11%
285
-1
85
$136K 0.1%
645
+2
86
$132K 0.1%
6,846
+54
87
$130K 0.1%
636
-35
88
$129K 0.1%
1,470
+562
89
$125K 0.09%
344
+2
90
$123K 0.09%
613
+4
91
$117K 0.09%
1,249
+539
92
$116K 0.09%
2,174
+1,112
93
$116K 0.09%
675
+233
94
$115K 0.09%
1,396
+400
95
$112K 0.08%
2,722
+23
96
$109K 0.08%
1,576
+21
97
$107K 0.08%
277
+1
98
$105K 0.08%
643
+9
99
$105K 0.08%
305
+3
100
$103K 0.08%
1,069
-87
2 3
4
5 6