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
RDNT icon
1051
RadNet
RDNT
$6.04B
$8.76K ﹤0.01%
154
DEI icon
1052
Douglas Emmett
DEI
$2.08B
$8.76K ﹤0.01%
583
-22
MAA icon
1053
Mid-America Apartment Communities
MAA
$15.2B
$8.73K ﹤0.01%
59
TLH icon
1054
iShares 10-20 Year Treasury Bond ETF
TLH
$12.4B
$8.71K ﹤0.01%
86
+4
BWIN
1055
Baldwin Insurance Group
BWIN
$1.92B
$8.69K ﹤0.01%
203
IOSP icon
1056
Innospec
IOSP
$1.89B
$8.66K ﹤0.01%
103
LW icon
1057
Lamb Weston
LW
$8.7B
$8.66K ﹤0.01%
167
+1
MARA icon
1058
Marathon Digital Holdings
MARA
$6B
$8.65K ﹤0.01%
552
RUSHA icon
1059
Rush Enterprises Class A
RUSHA
$3.8B
$8.65K ﹤0.01%
168
CPB icon
1060
Campbell Soup
CPB
$9.15B
$8.55K ﹤0.01%
279
+14
KNTK icon
1061
Kinetik
KNTK
$2.24B
$8.55K ﹤0.01%
194
GTM
1062
ZoomInfo Technologies
GTM
$3.29B
$8.54K ﹤0.01%
844
TFX icon
1063
Teleflex
TFX
$4.83B
$8.52K ﹤0.01%
72
PCVX icon
1064
Vaxcyte
PCVX
$5.45B
$8.52K ﹤0.01%
262
M icon
1065
Macy's
M
$5.46B
$8.49K ﹤0.01%
728
+10
WEN icon
1066
Wendy's
WEN
$1.71B
$8.48K ﹤0.01%
743
+9
SMPL icon
1067
Simply Good Foods
SMPL
$2B
$8.44K ﹤0.01%
267
BLDR icon
1068
Builders FirstSource
BLDR
$12.1B
$8.4K ﹤0.01%
72
-8
COO icon
1069
Cooper Companies
COO
$13.9B
$8.4K ﹤0.01%
118
KWR icon
1070
Quaker Houghton
KWR
$2.39B
$8.39K ﹤0.01%
75
PEB icon
1071
Pebblebrook Hotel Trust
PEB
$1.28B
$8.38K ﹤0.01%
839
+1
AXSM icon
1072
Axsome Therapeutics
AXSM
$6.96B
$8.35K ﹤0.01%
80
WMG icon
1073
Warner Music
WMG
$15.8B
$8.34K ﹤0.01%
306
MMSI icon
1074
Merit Medical Systems
MMSI
$5.19B
$8.32K ﹤0.01%
89
DAY icon
1075
Dayforce
DAY
$10.9B
$8.31K ﹤0.01%
150