RA

Rise Advisors Portfolio holdings

AUM $280M
1-Year Est. Return 14.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.53%
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 +$138K
2 +$111K
3 +$94K
4
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$81.5K
5
MDT icon
Medtronic
MDT
+$50.4K

Sector Composition

1 Technology 8.53%
2 Financials 5.74%
3 Consumer Discretionary 3.24%
4 Industrials 2.96%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$9.46K ﹤0.01%
124
1027
$9.4K ﹤0.01%
127
+1
1028
$9.38K ﹤0.01%
106
1029
$9.34K ﹤0.01%
175
+9
1030
$9.32K ﹤0.01%
130
1031
$9.3K ﹤0.01%
181
+1
1032
$9.28K ﹤0.01%
49
+3
1033
$9.21K ﹤0.01%
413
1034
$9.19K ﹤0.01%
269
1035
$9.19K ﹤0.01%
223
+4
1036
$9.16K ﹤0.01%
1,749
1037
$9.1K ﹤0.01%
1,534
+19
1038
$9.07K ﹤0.01%
66
1039
$9.04K ﹤0.01%
48
1040
$8.99K ﹤0.01%
184
1041
$8.95K ﹤0.01%
1,276
1042
$8.94K ﹤0.01%
+63
1043
$8.91K ﹤0.01%
359
1044
$8.88K ﹤0.01%
+65
1045
$8.86K ﹤0.01%
687
1046
$8.85K ﹤0.01%
879
1047
$8.85K ﹤0.01%
460
+12
1048
$8.84K ﹤0.01%
50
1049
$8.81K ﹤0.01%
141
-11
1050
$8.78K ﹤0.01%
92
+4