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
OLN icon
1001
Olin
OLN
$2.21B
$9.93K ﹤0.01%
494
-52
JPME icon
1002
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$388M
$9.89K ﹤0.01%
95
ALKS icon
1003
Alkermes
ALKS
$5.43B
$9.87K ﹤0.01%
345
TER icon
1004
Teradyne
TER
$28.5B
$9.87K ﹤0.01%
110
STWD icon
1005
Starwood Property Trust
STWD
$6.76B
$9.85K ﹤0.01%
491
+13
GKOS icon
1006
Glaukos
GKOS
$4.82B
$9.81K ﹤0.01%
95
ADMA icon
1007
ADMA Biologics
ADMA
$3.46B
$9.8K ﹤0.01%
538
ABG icon
1008
Asbury Automotive
ABG
$4.41B
$9.78K ﹤0.01%
41
FR icon
1009
First Industrial Realty Trust
FR
$7.45B
$9.77K ﹤0.01%
203
+2
MOG.A icon
1010
Moog Inc Class A
MOG.A
$6.38B
$9.77K ﹤0.01%
54
NPO icon
1011
Enpro
NPO
$4.49B
$9.77K ﹤0.01%
51
GNTX icon
1012
Gentex
GNTX
$5.15B
$9.77K ﹤0.01%
444
+2
HURN icon
1013
Huron Consulting
HURN
$2.86B
$9.77K ﹤0.01%
71
PLXS icon
1014
Plexus
PLXS
$3.87B
$9.74K ﹤0.01%
72
DPZ icon
1015
Domino's
DPZ
$13.9B
$9.68K ﹤0.01%
21
-1
PAYC icon
1016
Paycom
PAYC
$8.9B
$9.67K ﹤0.01%
42
-4
IHI icon
1017
iShares US Medical Devices ETF
IHI
$4.3B
$9.63K ﹤0.01%
154
KEY icon
1018
KeyCorp
KEY
$19.8B
$9.6K ﹤0.01%
551
+31
CRL icon
1019
Charles River Laboratories
CRL
$8.27B
$9.56K ﹤0.01%
63
LGND icon
1020
Ligand Pharmaceuticals
LGND
$3.95B
$9.55K ﹤0.01%
84
JJSF icon
1021
J&J Snack Foods
JJSF
$1.59B
$9.54K ﹤0.01%
84
+6
EG icon
1022
Everest Group
EG
$13.7B
$9.52K ﹤0.01%
28
+1
STEP icon
1023
StepStone Group
STEP
$4.84B
$9.49K ﹤0.01%
171
STAG icon
1024
STAG Industrial
STAG
$7.28B
$9.48K ﹤0.01%
261
+2
BCPC
1025
Balchem Corp
BCPC
$4.94B
$9.47K ﹤0.01%
59