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
$209M
AUM Growth
+$20M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,262
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.1M
3
+$1.42M
4
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$1.41M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$641K

Top Sells

1
+$412K
2
+$130K
3
+$109K
4
NVDA icon
NVIDIA
NVDA
+$103K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$90.7K

Sector Composition

1 Technology 7.1%
2 Financials 7%
3 Consumer Discretionary 3.63%
4 Industrials 3.37%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$11.4K 0.01%
568
977
$11.3K 0.01%
423
+4
978
$11.3K 0.01%
48
979
$11.3K 0.01%
29
980
$11.3K 0.01%
105
+1
981
$11.3K 0.01%
1,067
+10
982
$11.2K 0.01%
175
983
$11.2K 0.01%
62
984
$11.2K 0.01%
155
985
$11.2K 0.01%
295
986
$11.1K 0.01%
1,184
987
$11.1K 0.01%
65
-21
988
$11K 0.01%
1,070
989
$10.9K 0.01%
45
990
$10.9K 0.01%
25
991
$10.8K 0.01%
41
992
$10.8K 0.01%
204
993
$10.7K 0.01%
309
994
$10.6K 0.01%
61
995
$10.6K 0.01%
218
996
$10.5K 0.01%
122
997
$10.5K 0.01%
430
+4
998
$10.5K 0.01%
111
+1
999
$10.4K 0.01%
1,009
+9
1000
$10.4K 0.01%
404
+4
38 39
40
41 42