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
1101
$3.07K ﹤0.01%
+125
1102
$3.03K ﹤0.01%
17
1103
$2.92K ﹤0.01%
1,000
1104
$2.89K ﹤0.01%
114
-169
1105
$2.86K ﹤0.01%
105
-50
1106
$2.86K ﹤0.01%
60
1107
$2.72K ﹤0.01%
+100
1108
$2.7K ﹤0.01%
120
1109
$2.65K ﹤0.01%
+55
1110
$2.53K ﹤0.01%
23
1111
$2.5K ﹤0.01%
26
1112
$2.46K ﹤0.01%
+50
1113
$2.39K ﹤0.01%
15
1114
$2.35K ﹤0.01%
31
1115
$2.3K ﹤0.01%
235
1116
$2.28K ﹤0.01%
55
1117
$2.27K ﹤0.01%
93
1118
$2.19K ﹤0.01%
165
+4
1119
$2.19K ﹤0.01%
396
+13
1120
$2.16K ﹤0.01%
19
1121
$2.07K ﹤0.01%
67
-280
1122
$2.06K ﹤0.01%
39
1123
$2.02K ﹤0.01%
1,000
1124
$2K ﹤0.01%
50
1125
$1.99K ﹤0.01%
150
43 44
45
46 47