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
NUMG icon
1176
Nuveen ESG Mid-Cap Growth ETF
NUMG
$400M
$2.64K ﹤0.01%
55
SCHV icon
1177
Schwab US Large-Cap Value ETF
SCHV
$14B
$2.62K ﹤0.01%
95
-196
ORN icon
1178
Orion Group Holdings
ORN
$405M
$2.61K ﹤0.01%
+288
DOC icon
1179
Healthpeak Properties
DOC
$12.4B
$2.58K ﹤0.01%
147
+87
BKSY icon
1180
BlackSky Technology
BKSY
$609M
$2.57K ﹤0.01%
125
NET icon
1181
Cloudflare
NET
$81.5B
$2.55K ﹤0.01%
13
+3
GSIT icon
1182
GSI Technology
GSIT
$264M
$2.48K ﹤0.01%
+738
SBGI icon
1183
Sinclair Inc
SBGI
$1.14B
$2.43K ﹤0.01%
176
+3
QUIK icon
1184
QuickLogic
QUIK
$117M
$2.42K ﹤0.01%
+392
FULC icon
1185
Fulcrum Therapeutics
FULC
$413M
$2.39K ﹤0.01%
+348
BABA icon
1186
Alibaba
BABA
$397B
$2.35K ﹤0.01%
21
IJJ icon
1187
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.91B
$2.35K ﹤0.01%
19
SGMT icon
1188
Sagimet Biosciences
SGMT
$245M
$2.33K ﹤0.01%
+306
QRVO icon
1189
Qorvo
QRVO
$7.94B
$2.29K ﹤0.01%
+27
HOOD icon
1190
Robinhood
HOOD
$117B
$2.25K ﹤0.01%
+24
TD icon
1191
Toronto Dominion Bank
TD
$138B
$2.2K ﹤0.01%
+30
RGTI icon
1192
Rigetti Computing
RGTI
$10.9B
$2.12K ﹤0.01%
+179
ACHR icon
1193
Archer Aviation
ACHR
$5.33B
$2.1K ﹤0.01%
+194
ALAB icon
1194
Astera Labs
ALAB
$28B
$2.08K ﹤0.01%
+23
FIZZ icon
1195
National Beverage
FIZZ
$3.08B
$2.08K ﹤0.01%
+48
SMTC icon
1196
Semtech
SMTC
$6.24B
$2.03K ﹤0.01%
+45
LMND icon
1197
Lemonade
LMND
$5.61B
$2.02K ﹤0.01%
46
+32
WRB icon
1198
W.R. Berkley
WRB
$28.5B
$1.98K ﹤0.01%
27
+7
XLY icon
1199
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.2B
$1.96K ﹤0.01%
9
+5
SMR icon
1200
NuScale Power
SMR
$5.09B
$1.94K ﹤0.01%
49
-55