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
1076
$5.09K ﹤0.01%
79
-30
1077
$5.01K ﹤0.01%
151
+1
1078
$5K ﹤0.01%
+201
1079
$4.95K ﹤0.01%
210
1080
$4.88K ﹤0.01%
213
-3
1081
$4.82K ﹤0.01%
264
+3
1082
$4.78K ﹤0.01%
103
-40
1083
$4.66K ﹤0.01%
+2,000
1084
$4.63K ﹤0.01%
95
+50
1085
$4.57K ﹤0.01%
108
1086
$4.45K ﹤0.01%
172
+34
1087
$4.19K ﹤0.01%
90
1088
$4.17K ﹤0.01%
776
1089
$4.11K ﹤0.01%
272
1090
$4.09K ﹤0.01%
72
1091
$4.06K ﹤0.01%
200
-50
1092
$3.88K ﹤0.01%
23
-15
1093
$3.67K ﹤0.01%
109
1094
$3.64K ﹤0.01%
20
1095
$3.3K ﹤0.01%
+50
1096
$3.24K ﹤0.01%
60
1097
$3.17K ﹤0.01%
500
1098
$3.12K ﹤0.01%
159
-27
1099
$3.08K ﹤0.01%
+84
1100
$3.07K ﹤0.01%
83
42 43
44
45 46