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
MAN icon
1076
ManpowerGroup
MAN
$1.33B
$8.25K ﹤0.01%
204
+3
LUMN icon
1077
Lumen
LUMN
$10.8B
$8.25K ﹤0.01%
1,883
-219
VCYT icon
1078
Veracyte
VCYT
$3.3B
$8.24K ﹤0.01%
305
LCII icon
1079
LCI Industries
LCII
$2.63B
$8.22K ﹤0.01%
90
+1
PFG icon
1080
Principal Financial Group
PFG
$18.2B
$8.18K ﹤0.01%
103
CNR
1081
Core Natural Resources Inc
CNR
$4.58B
$8.16K ﹤0.01%
117
BCC icon
1082
Boise Cascade
BCC
$2.62B
$8.1K ﹤0.01%
93
POOL icon
1083
Pool Corp
POOL
$9.39B
$8.06K ﹤0.01%
28
BXP icon
1084
Boston Properties
BXP
$11.5B
$8.05K ﹤0.01%
119
-13
BIV icon
1085
Vanguard Intermediate-Term Bond ETF
BIV
$25.1B
$8.04K ﹤0.01%
+104
TENB icon
1086
Tenable Holdings
TENB
$3.3B
$8.04K ﹤0.01%
238
MAC icon
1087
Macerich
MAC
$4.62B
$8.04K ﹤0.01%
497
+6
RLJ icon
1088
RLJ Lodging Trust
RLJ
$1.1B
$8.03K ﹤0.01%
1,103
+24
ASO icon
1089
Academy Sports + Outdoors
ASO
$3.05B
$8.02K ﹤0.01%
179
MATX icon
1090
Matsons
MATX
$3.46B
$8.02K ﹤0.01%
72
WK icon
1091
Workiva
WK
$5B
$8.01K ﹤0.01%
117
TRNO icon
1092
Terreno Realty
TRNO
$6.27B
$8K ﹤0.01%
143
+1
KAI icon
1093
Kadant
KAI
$3.17B
$7.99K ﹤0.01%
25
PD icon
1094
PagerDuty
PD
$1.44B
$7.98K ﹤0.01%
522
IXG icon
1095
iShares Global Financials ETF
IXG
$583M
$7.97K ﹤0.01%
72
+1
NSA icon
1096
National Storage Affiliates Trust
NSA
$2.36B
$7.95K ﹤0.01%
249
+5
SWTX
1097
DELISTED
SpringWorks Therapeutics
SWTX
$7.94K ﹤0.01%
169
NCLH icon
1098
Norwegian Cruise Line
NCLH
$8.68B
$7.93K ﹤0.01%
391
-20
CWK icon
1099
Cushman & Wakefield
CWK
$3.64B
$7.92K ﹤0.01%
715
AES icon
1100
AES
AES
$10.1B
$7.87K ﹤0.01%
748
+9