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
1051
$7.62K ﹤0.01%
469
1052
$7.6K ﹤0.01%
734
+8
1053
$7.49K ﹤0.01%
196
1054
$7.34K ﹤0.01%
39
1055
$7.28K ﹤0.01%
58
1056
$7K ﹤0.01%
188
1057
$6.99K ﹤0.01%
141
1058
$6.84K ﹤0.01%
257
+205
1059
$6.58K ﹤0.01%
154
+1
1060
$6.55K ﹤0.01%
121
+36
1061
$6.51K ﹤0.01%
485
1062
$6.47K ﹤0.01%
326
1063
$6.47K ﹤0.01%
1,725
1064
$6.37K ﹤0.01%
68
-6
1065
$6.23K ﹤0.01%
104
-20
1066
$6.18K ﹤0.01%
207
+2
1067
$5.97K ﹤0.01%
803
+92
1068
$5.72K ﹤0.01%
+175
1069
$5.71K ﹤0.01%
+108
1070
$5.58K ﹤0.01%
100
+50
1071
$5.56K ﹤0.01%
127
+1
1072
$5.43K ﹤0.01%
138
+3
1073
$5.22K ﹤0.01%
125
1074
$5.21K ﹤0.01%
121
+2
1075
$5.11K ﹤0.01%
23
+8
41 42
43
44 45