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
1201
$378 ﹤0.01%
45
1202
$367 ﹤0.01%
10
1203
$339 ﹤0.01%
16
1204
$328 ﹤0.01%
13
1205
$313 ﹤0.01%
7
1206
$312 ﹤0.01%
40
1207
$303 ﹤0.01%
10
1208
$292 ﹤0.01%
10
1209
$266 ﹤0.01%
11
-22
1210
$266 ﹤0.01%
7
1211
$262 ﹤0.01%
12
1212
$261 ﹤0.01%
80
1213
$261 ﹤0.01%
85
1214
$256 ﹤0.01%
22
-19
1215
$233 ﹤0.01%
100
1216
$225 ﹤0.01%
5
1217
$212 ﹤0.01%
15
1218
$190 ﹤0.01%
60
1219
$184 ﹤0.01%
100
1220
$180 ﹤0.01%
9
-12
1221
$180 ﹤0.01%
20
-110
1222
$176 ﹤0.01%
17
1223
$152 ﹤0.01%
18
1224
$142 ﹤0.01%
100
1225
$140 ﹤0.01%
65
47 48
49
50 51