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
1126
$1.88K ﹤0.01%
50
1127
$1.84K ﹤0.01%
25
1128
$1.81K ﹤0.01%
22
1129
$1.75K ﹤0.01%
+51
1130
$1.7K ﹤0.01%
264
-3
1131
$1.68K ﹤0.01%
280
-25
1132
$1.67K ﹤0.01%
1,344
1133
$1.65K ﹤0.01%
51
1134
$1.63K ﹤0.01%
10
-1
1135
$1.6K ﹤0.01%
250
+3
1136
$1.58K ﹤0.01%
208
+2
1137
$1.48K ﹤0.01%
50
1138
$1.47K ﹤0.01%
330
1139
$1.37K ﹤0.01%
71
1140
$1.34K ﹤0.01%
458
+34
1141
$1.33K ﹤0.01%
50
-150
1142
$1.32K ﹤0.01%
80
-106
1143
$1.31K ﹤0.01%
56
1144
$1.29K ﹤0.01%
50
1145
$1.26K ﹤0.01%
13
1146
$1.25K ﹤0.01%
60
1147
$1.22K ﹤0.01%
40
1148
$1.21K ﹤0.01%
7
-8
1149
$1.2K ﹤0.01%
+20
1150
$1.19K ﹤0.01%
100
44 45
46
47 48