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
$279M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,625
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$14M
3 +$13M
4
VTV icon
Vanguard Value ETF
VTV
+$2.74M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.54M

Top Sells

1 +$27.1M
2 +$13.6M
3 +$707K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$603K
5
MU icon
Micron Technology
MU
+$323K

Sector Composition

1 Technology 8.61%
2 Financials 5.25%
3 Consumer Discretionary 3.24%
4 Industrials 2.87%
5 Healthcare 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ZBRA icon
976
Zebra Technologies
ZBRA
$12.9B
$10.4K ﹤0.01%
35
JPME icon
977
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$378M
$10.4K ﹤0.01%
96
+1
HAE icon
978
Haemonetics
HAE
$3.8B
$10.4K ﹤0.01%
213
NOG icon
979
Northern Oil and Gas
NOG
$2.24B
$10.4K ﹤0.01%
418
-57
HI icon
980
Hillenbrand
HI
$2.24B
$10.4K ﹤0.01%
383
+3
ALKS icon
981
Alkermes
ALKS
$4.79B
$10.3K ﹤0.01%
345
GMRE
982
Global Medical REIT
GMRE
$444M
$10.3K ﹤0.01%
307
+6
DAY icon
983
Dayforce
DAY
$11.1B
$10.3K ﹤0.01%
150
IJK icon
984
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.08B
$10.3K ﹤0.01%
107
-88
AWR icon
985
American States Water
AWR
$2.86B
$10.3K ﹤0.01%
140
CALM icon
986
Cal-Maine
CALM
$3.98B
$10.3K ﹤0.01%
109
AKAM icon
987
Akamai
AKAM
$12.5B
$10.2K ﹤0.01%
135
CAG icon
988
Conagra Brands
CAG
$8.3B
$10.2K ﹤0.01%
557
-62
IWD icon
989
iShares Russell 1000 Value ETF
IWD
$67.6B
$10.2K ﹤0.01%
50
-49
LXP icon
990
LXP Industrial Trust
LXP
$2.88B
$10.1K ﹤0.01%
226
+3
MARA icon
991
Marathon Digital Holdings
MARA
$4.47B
$10.1K ﹤0.01%
552
WK icon
992
Workiva
WK
$5.11B
$10.1K ﹤0.01%
117
TECH icon
993
Bio-Techne
TECH
$9.86B
$10.1K ﹤0.01%
181
QTWO icon
994
Q2 Holdings
QTWO
$4.47B
$10.1K ﹤0.01%
139
ABG icon
995
Asbury Automotive
ABG
$4.48B
$10K ﹤0.01%
41
GLNG icon
996
Golar LNG
GLNG
$3.85B
$9.98K ﹤0.01%
247
AES icon
997
AES
AES
$9.96B
$9.97K ﹤0.01%
758
+10
RBLX icon
998
Roblox
RBLX
$64.7B
$9.97K ﹤0.01%
72
+4
MOH icon
999
Molina Healthcare
MOH
$7.52B
$9.95K ﹤0.01%
52
+4
UMH
1000
UMH Properties
UMH
$1.27B
$9.94K ﹤0.01%
669