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
$252M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,662
New
Increased
Reduced
Closed

Top Sells

1 +$146K
2 +$117K
3 +$94K
4
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$93.6K
5
MDT icon
Medtronic
MDT
+$51.8K

Sector Composition

1 Technology 8.53%
2 Financials 5.74%
3 Consumer Discretionary 3.24%
4 Industrials 2.95%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SON icon
976
Sonoco
SON
$4.26B
$10.4K ﹤0.01%
240
+3
SM icon
977
SM Energy
SM
$2.17B
$10.4K ﹤0.01%
420
-61
AM icon
978
Antero Midstream
AM
$8.52B
$10.3K ﹤0.01%
545
+7
NSP icon
979
Insperity
NSP
$1.45B
$10.3K ﹤0.01%
172
+2
HXL icon
980
Hexcel
HXL
$6.08B
$10.3K ﹤0.01%
183
+1
MTH icon
981
Meritage Homes
MTH
$4.69B
$10.3K ﹤0.01%
154
-7
HRI icon
982
Herc Holdings
HRI
$5.2B
$10.2K ﹤0.01%
78
+9
IBP icon
983
Installed Building Products
IBP
$7.17B
$10.2K ﹤0.01%
57
+1
VEA icon
984
Vanguard FTSE Developed Markets ETF
VEA
$190B
$10.2K ﹤0.01%
179
-442
IPG
985
DELISTED
Interpublic Group of Companies
IPG
$10.2K ﹤0.01%
416
GLNG icon
986
Golar LNG
GLNG
$3.8B
$10.2K ﹤0.01%
247
BE icon
987
Bloom Energy
BE
$21.7B
$10.2K ﹤0.01%
425
-14
LII icon
988
Lennox International
LII
$17.4B
$10.2K ﹤0.01%
18
-3
PBH icon
989
Prestige Consumer Healthcare
PBH
$3B
$10.1K ﹤0.01%
127
SLG icon
990
SL Green Realty
SLG
$3.23B
$10.1K ﹤0.01%
164
-13
URBN icon
991
Urban Outfitters
URBN
$7.01B
$10.1K ﹤0.01%
139
MIRM icon
992
Mirum Pharmaceuticals
MIRM
$4.17B
$10.1K ﹤0.01%
198
CARG icon
993
CarGurus
CARG
$3.71B
$10.1K ﹤0.01%
301
GL icon
994
Globe Life
GL
$11.4B
$10.1K ﹤0.01%
81
EQR icon
995
Equity Residential
EQR
$23.9B
$10.1K ﹤0.01%
149
ACIW icon
996
ACI Worldwide
ACIW
$5.04B
$10.1K ﹤0.01%
219
CSW
997
CSW Industrials
CSW
$5.14B
$10K ﹤0.01%
35
IRDM icon
998
Iridium Communications
IRDM
$1.82B
$10K ﹤0.01%
332
+1
WFRD icon
999
Weatherford International
WFRD
$5.6B
$10K ﹤0.01%
199
+1
MWA icon
1000
Mueller Water Products
MWA
$3.88B
$9.93K ﹤0.01%
413