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
1001
$10.4K 0.01%
101
+1
1002
$10.4K 0.01%
261
+3
1003
$10.4K 0.01%
894
+15
1004
$10.4K 0.01%
104
+1
1005
$10.4K 0.01%
1,075
+4
1006
$10.4K 0.01%
238
1007
$10.4K 0.01%
163
1008
$10.3K 0.01%
707
1009
$10.3K 0.01%
50
1010
$10.3K 0.01%
174
-11
1011
$10.3K 0.01%
214
1012
$10.2K 0.01%
816
1013
$10.2K 0.01%
890
+46
1014
$10.1K 0.01%
892
1015
$10K 0.01%
649
+7
1016
$9.98K 0.01%
1,497
1017
$9.96K 0.01%
1,035
+9
1018
$9.88K 0.01%
788
-233
1019
$9.87K 0.01%
142
1020
$9.85K 0.01%
338
1021
$9.8K 0.01%
103
1022
$9.8K 0.01%
63
-6
1023
$9.79K 0.01%
61
1024
$9.78K 0.01%
73
1025
$9.77K 0.01%
710
39 40
41
42 43