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

Top Sells

1
+$3.15M
2
+$2.26M
3
+$362K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$270K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$237K

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
76
$259K 0.14%
1,570
+123
77
$256K 0.14%
976
+2
78
$248K 0.13%
367
+2
79
$247K 0.13%
3,402
-452
80
$230K 0.12%
1,581
+1,319
81
$229K 0.12%
1,672
-95
82
$224K 0.12%
5,705
+26
83
$222K 0.12%
3,745
+22
84
$221K 0.12%
2,279
+201
85
$221K 0.12%
6,846
+6,298
86
$220K 0.12%
1,559
+5
87
$216K 0.11%
1,257
+24
88
$215K 0.11%
843
+3
89
$213K 0.11%
2,142
-67
90
$212K 0.11%
825
-29
91
$212K 0.11%
1,749
+48
92
$209K 0.11%
377
-3
93
$202K 0.11%
1,106
94
$198K 0.11%
1,276
+13
95
$198K 0.11%
683
+4
96
$198K 0.1%
993
-26
97
$196K 0.1%
627
+4
98
$194K 0.1%
2,570
-68
99
$194K 0.1%
247
-3
100
$193K 0.1%
353
+15
2 3
4
5 6