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
$111M
AUM Growth
+$6.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$4.95M
3
+$2.38M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.25M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.13M

Top Sells

1
+$3.14M
2
+$1.22M
3
+$936K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$470K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$315K

Sector Composition

1 Technology 8.58%
2 Financials 5.48%
3 Consumer Discretionary 5.47%
4 Consumer Staples 3.33%
5 Healthcare 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$98K 0.09%
3,580
-550
102
$95K 0.09%
1,102
+3
103
$94K 0.08%
1,030
+6
104
$91K 0.08%
2,796
+11
105
$91K 0.08%
1,182
-50
106
$90K 0.08%
1,141
107
$89K 0.08%
1,713
-187
108
$88K 0.08%
2,012
109
$87K 0.08%
317
-3
110
$84K 0.08%
787
+273
111
$83K 0.07%
291
112
$78K 0.07%
3,446
113
$78K 0.07%
711
+2
114
$77K 0.07%
880
+84
115
$73K 0.07%
931
+2
116
$72K 0.06%
322
+25
117
$70K 0.06%
428
-28
118
$70K 0.06%
1,449
+2
119
$69K 0.06%
612
+1
120
$69K 0.06%
58
+8
121
$68K 0.06%
3,575
+1,486
122
$66K 0.06%
1,078
123
$65K 0.06%
1,789
+11
124
$65K 0.06%
495
+2
125
$63K 0.06%
868
-34
3 4
5
6 7