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
976
$11.1K 0.01%
568
977
$11.1K 0.01%
204
978
$11K 0.01%
122
979
$10.9K 0.01%
129
980
$10.9K 0.01%
79
981
$10.9K 0.01%
531
982
$10.9K 0.01%
298
983
$10.9K 0.01%
241
984
$10.9K 0.01%
383
+2
985
$10.9K 0.01%
37
986
$10.8K 0.01%
35
987
$10.7K 0.01%
134
+1
988
$10.7K 0.01%
181
+1
989
$10.7K 0.01%
128
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990
$10.7K 0.01%
174
+3
991
$10.7K 0.01%
155
992
$10.7K 0.01%
146
993
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994
$10.6K 0.01%
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995
$10.5K 0.01%
110
996
$10.5K 0.01%
425
997
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42
998
$10.5K 0.01%
1,000
+6
999
$10.5K 0.01%
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1000
$10.4K 0.01%
416
-254
38 39
40
41 42