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
1026
$9.68K 0.01%
45
1027
$9.54K 0.01%
41
1028
$9.52K 0.01%
203
1029
$9.51K 0.01%
400
1030
$9.37K 0.01%
151
+3
1031
$9.36K 0.01%
55
1032
$9.35K 0.01%
1,107
+4
1033
$9.3K ﹤0.01%
295
1034
$9.14K ﹤0.01%
275
1035
$8.96K ﹤0.01%
295
1036
$8.95K ﹤0.01%
100
1037
$8.95K ﹤0.01%
108
1038
$8.92K ﹤0.01%
190
+2
1039
$8.9K ﹤0.01%
93
1040
$8.88K ﹤0.01%
496
1041
$8.57K ﹤0.01%
153
1042
$8.5K ﹤0.01%
411
+20
1043
$8.5K ﹤0.01%
709
1044
$8.43K ﹤0.01%
49
1045
$8.05K ﹤0.01%
261
-20
1046
$8K ﹤0.01%
416
+5
1047
$7.97K ﹤0.01%
490
1048
$7.81K ﹤0.01%
300
1049
$7.74K ﹤0.01%
640
+2
1050
$7.66K ﹤0.01%
+174
40 41
42
43 44