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
1151
$1.18K ﹤0.01%
225
1152
$1.17K ﹤0.01%
13
-10
1153
$1.16K ﹤0.01%
10
1154
$1.16K ﹤0.01%
30
1155
$1.13K ﹤0.01%
46
+1
1156
$1.12K ﹤0.01%
83
1157
$1.12K ﹤0.01%
105
+1
1158
$1.09K ﹤0.01%
12
1159
$1.07K ﹤0.01%
125
1160
$1.06K ﹤0.01%
100
1161
$1.03K ﹤0.01%
72
1162
$996 ﹤0.01%
373
1163
$980 ﹤0.01%
133
1164
$968 ﹤0.01%
583
-25
1165
$967 ﹤0.01%
50
1166
$870 ﹤0.01%
+200
1167
$843 ﹤0.01%
25
1168
$816 ﹤0.01%
456
1169
$797 ﹤0.01%
85
1170
$795 ﹤0.01%
30
1171
$769 ﹤0.01%
18
1172
$761 ﹤0.01%
21
1173
$759 ﹤0.01%
69
+1
1174
$738 ﹤0.01%
50
1175
$714 ﹤0.01%
42
45 46
47
48 49