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
CCOI icon
1151
Cogent Communications
CCOI
$1.15B
$5.45K ﹤0.01%
113
VCSH icon
1152
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.3B
$5.41K ﹤0.01%
68
+1
FREL icon
1153
Fidelity MSCI Real Estate Index ETF
FREL
$1.05B
$5.35K ﹤0.01%
198
+2
COMP icon
1154
Compass
COMP
$4.88B
$5.26K ﹤0.01%
837
MSTR icon
1155
Strategy Inc
MSTR
$69.5B
$5.25K ﹤0.01%
13
+9
VKTX icon
1156
Viking Therapeutics
VKTX
$4.16B
$5.09K ﹤0.01%
192
-8
COIN icon
1157
Coinbase
COIN
$83.4B
$4.91K ﹤0.01%
14
+10
TTD icon
1158
Trade Desk
TTD
$20.8B
$4.89K ﹤0.01%
68
+18
BSMT icon
1159
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$208M
$4.84K ﹤0.01%
213
PTC icon
1160
PTC
PTC
$21.1B
$4.83K ﹤0.01%
28
+21
APA icon
1161
APA Corp
APA
$8.45B
$4.33K ﹤0.01%
237
+163
CODI icon
1162
Compass Diversified
CODI
$448M
$4.24K ﹤0.01%
675
CYBR icon
1163
CyberArk
CYBR
$25.4B
$4.07K ﹤0.01%
10
MDB icon
1164
MongoDB
MDB
$29.4B
$3.99K ﹤0.01%
19
+9
KBE icon
1165
State Street SPDR S&P Bank ETF
KBE
$1.45B
$3.88K ﹤0.01%
70
+1
OPRX icon
1166
OptimizeRx
OPRX
$291M
$3.86K ﹤0.01%
286
XLC icon
1167
The Communication Services Select Sector SPDR Fund
XLC
$26.8B
$3.81K ﹤0.01%
35
+26
SRPT icon
1168
Sarepta Therapeutics
SRPT
$1.85B
$3.64K ﹤0.01%
213
BSV icon
1169
Vanguard Short-Term Bond ETF
BSV
$38.9B
$3.54K ﹤0.01%
+45
PLUG icon
1170
Plug Power
PLUG
$3.09B
$2.98K ﹤0.01%
2,000
-318
BITB icon
1171
Bitwise Bitcoin ETF
BITB
$3.98B
$2.93K ﹤0.01%
50
AMBA icon
1172
Ambarella
AMBA
$3.83B
$2.84K ﹤0.01%
+43
SKYT icon
1173
SkyWater Technology
SKYT
$873M
$2.82K ﹤0.01%
+287
EFV icon
1174
iShares MSCI EAFE Value ETF
EFV
$27.8B
$2.79K ﹤0.01%
+44
CM icon
1175
Canadian Imperial Bank of Commerce
CM
$78.8B
$2.76K ﹤0.01%
+39