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
$279M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,625
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$14M
3 +$13M
4
VTV icon
Vanguard Value ETF
VTV
+$2.74M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.54M

Top Sells

1 +$27.1M
2 +$13.6M
3 +$707K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$603K
5
MU icon
Micron Technology
MU
+$323K

Sector Composition

1 Technology 8.61%
2 Financials 5.25%
3 Consumer Discretionary 3.24%
4 Industrials 2.87%
5 Healthcare 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GT icon
1026
Goodyear
GT
$2.6B
$9.28K ﹤0.01%
1,240
KMPR icon
1027
Kemper
KMPR
$2.25B
$9.25K ﹤0.01%
179
-15
IHI icon
1028
iShares US Medical Devices ETF
IHI
$4.07B
$9.24K ﹤0.01%
154
CC icon
1029
Chemours
CC
$2.34B
$9.23K ﹤0.01%
583
-74
GTM
1030
ZoomInfo Technologies
GTM
$2.82B
$9.21K ﹤0.01%
844
DLB icon
1031
Dolby
DLB
$5.95B
$9.21K ﹤0.01%
127
IGIB icon
1032
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.4B
$9.2K ﹤0.01%
170
-5
DEI icon
1033
Douglas Emmett
DEI
$1.86B
$9.18K ﹤0.01%
589
+6
PAYC icon
1034
Paycom
PAYC
$8.15B
$9.13K ﹤0.01%
44
+2
MAC icon
1035
Macerich
MAC
$4.8B
$9.13K ﹤0.01%
502
+5
HRI icon
1036
Herc Holdings
HRI
$5.25B
$9.12K ﹤0.01%
78
BRBR icon
1037
BellRing Brands
BRBR
$2.83B
$9.09K ﹤0.01%
250
BXP icon
1038
Boston Properties
BXP
$10.8B
$8.99K ﹤0.01%
121
+2
RUSHA icon
1039
Rush Enterprises Class A
RUSHA
$4.74B
$8.98K ﹤0.01%
168
FOLD icon
1040
Amicus Therapeutics
FOLD
$4.43B
$8.98K ﹤0.01%
1,140
+149
AVPT icon
1041
AvePoint
AVPT
$2.74B
$8.96K ﹤0.01%
597
ASO icon
1042
Academy Sports + Outdoors
ASO
$3.91B
$8.95K ﹤0.01%
179
ORC
1043
Orchid Island Capital
ORC
$1.53B
$8.95K ﹤0.01%
1,276
BCPC
1044
Balchem Corp
BCPC
$5.46B
$8.93K ﹤0.01%
59
MGEE icon
1045
MGE Energy Inc
MGEE
$2.91B
$8.92K ﹤0.01%
106
TDC icon
1046
Teradata
TDC
$2.77B
$8.88K ﹤0.01%
413
CPRI icon
1047
Capri Holdings
CPRI
$2.96B
$8.8K ﹤0.01%
442
BMI icon
1048
Badger Meter
BMI
$5.06B
$8.73K ﹤0.01%
49
BLDR icon
1049
Builders FirstSource
BLDR
$14B
$8.73K ﹤0.01%
72
ZETA icon
1050
Zeta Global
ZETA
$4.98B
$8.7K ﹤0.01%
438