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
1176
$714 ﹤0.01%
700
1177
$697 ﹤0.01%
55
1178
$695 ﹤0.01%
1,250
1179
$676 ﹤0.01%
119
+1
1180
$670 ﹤0.01%
32
-75
1181
$665 ﹤0.01%
13
-12
1182
$658 ﹤0.01%
6
1183
$651 ﹤0.01%
11
1184
$606 ﹤0.01%
58
1185
$604 ﹤0.01%
20
1186
$575 ﹤0.01%
58
1187
$555 ﹤0.01%
+18
1188
$540 ﹤0.01%
10
1189
$529 ﹤0.01%
52
+2
1190
$528 ﹤0.01%
58
1191
$521 ﹤0.01%
155
1192
$514 ﹤0.01%
30
1193
$488 ﹤0.01%
70
1194
$484 ﹤0.01%
25
1195
$466 ﹤0.01%
20
1196
$447 ﹤0.01%
8
1197
$425 ﹤0.01%
253
1198
$415 ﹤0.01%
25
1199
$399 ﹤0.01%
118
1200
$378 ﹤0.01%
215
46 47
48
49 50