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
$143M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$1.01M
3
+$466K
4
PYPL icon
PayPal
PYPL
+$452K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$345K

Top Sells

1
+$15.1M
2
+$7.91M
3
+$2.28M
4
DKNG icon
DraftKings
DKNG
+$504K
5
CSCO icon
Cisco
CSCO
+$270K

Sector Composition

1 Financials 5.79%
2 Technology 3.23%
3 Consumer Discretionary 2.43%
4 Healthcare 1.85%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$168K 0.12%
1,027
-40
77
$161K 0.11%
1,562
-17
78
$159K 0.11%
1,025
+357
79
$153K 0.11%
643
+2
80
$152K 0.11%
653
+3
81
$149K 0.1%
574
+226
82
$146K 0.1%
647
+296
83
$146K 0.1%
996
+168
84
$144K 0.1%
2,852
+39
85
$141K 0.1%
987
-131
86
$138K 0.1%
269
-14
87
$134K 0.09%
1,519
-19
88
$126K 0.09%
484
+379
89
$126K 0.09%
1,615
90
$122K 0.09%
1,430
+52
91
$122K 0.09%
2,791
+20
92
$119K 0.08%
1,310
+189
93
$119K 0.08%
+2,566
94
$118K 0.08%
697
+106
95
$118K 0.08%
2,238
+1,389
96
$116K 0.08%
1,267
+24
97
$112K 0.08%
213
+163
98
$110K 0.08%
226
99
$110K 0.08%
1,213
+543
100
$109K 0.08%
1,323
-43
2 3
4
5 6