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
MRVL icon
1126
Marvell Technology
MRVL
$78.4B
$7.2K ﹤0.01%
93
+75
RBLX icon
1127
Roblox
RBLX
$75B
$7.15K ﹤0.01%
68
VRT icon
1128
Vertiv
VRT
$68.7B
$6.93K ﹤0.01%
54
+44
VCEL icon
1129
Vericel Corp
VCEL
$1.97B
$6.89K ﹤0.01%
162
ARE icon
1130
Alexandria Real Estate Equities
ARE
$9.61B
$6.88K ﹤0.01%
95
+2
PRFZ icon
1131
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.76B
$6.86K ﹤0.01%
169
+1
SONY icon
1132
Sony
SONY
$165B
$6.81K ﹤0.01%
262
+1
PAYO icon
1133
Payoneer
PAYO
$1.91B
$6.8K ﹤0.01%
993
ZETA icon
1134
Zeta Global
ZETA
$4.69B
$6.79K ﹤0.01%
438
COTY icon
1135
Coty
COTY
$3.28B
$6.78K ﹤0.01%
1,457
RXO icon
1136
RXO
RXO
$2.05B
$6.7K ﹤0.01%
426
WBA
1137
DELISTED
Walgreens Boots Alliance
WBA
$6.69K ﹤0.01%
582
NVTS icon
1138
Navitas Semiconductor
NVTS
$1.69B
$6.66K ﹤0.01%
1,016
+807
GSG icon
1139
iShares S&P GSCI Commodity-Indexed Trust
GSG
$998M
$6.61K ﹤0.01%
300
RELY icon
1140
Remitly
RELY
$2.66B
$6.61K ﹤0.01%
352
SKY icon
1141
Champion Homes
SKY
$4.63B
$6.45K ﹤0.01%
103
METU
1142
Direxion Daily META Bull 2X Shares
METU
$89.1M
$6.41K ﹤0.01%
141
-331
SOUN icon
1143
SoundHound AI
SOUN
$5.92B
$6.34K ﹤0.01%
591
FUN icon
1144
Cedar Fair
FUN
$1.83B
$6.33K ﹤0.01%
208
WLK icon
1145
Westlake Corp
WLK
$8.33B
$6.29K ﹤0.01%
83
+1
ZM icon
1146
Zoom
ZM
$24.4B
$6.24K ﹤0.01%
80
INTA icon
1147
Intapp
INTA
$3.12B
$6.14K ﹤0.01%
119
NEOG icon
1148
Neogen
NEOG
$1.39B
$5.89K ﹤0.01%
1,233
FOLD icon
1149
Amicus Therapeutics
FOLD
$2.74B
$5.68K ﹤0.01%
991
BRZE icon
1150
Braze
BRZE
$3.11B
$5.56K ﹤0.01%
198