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
$121M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.4M
3
+$619K
4
PYPL icon
PayPal
PYPL
+$551K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$440K

Top Sells

1
+$2.68M
2
+$408K
3
+$407K
4
CRBN icon
iShares MSCI ACWI Low Carbon Target ETF
CRBN
+$142K
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$77K

Sector Composition

1 Technology 6.63%
2 Financials 5.19%
3 Consumer Discretionary 4.55%
4 Consumer Staples 3.15%
5 Healthcare 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$91K 0.08%
1,040
+4
102
$89K 0.07%
8,063
103
$89K 0.07%
937
+5
104
$89K 0.07%
1,581
+1,004
105
$85K 0.07%
1,042
+7
106
$85K 0.07%
1,555
+12
107
$84K 0.07%
275
108
$83K 0.07%
517
+9
109
$81K 0.07%
1,278
+5
110
$81K 0.07%
278
+178
111
$80K 0.07%
1,624
-141
112
$79K 0.07%
997
+9
113
$78K 0.06%
1,141
114
$78K 0.06%
944
+502
115
$77K 0.06%
361
+340
116
$74K 0.06%
718
+4
117
$74K 0.06%
1,110
+5
118
$73K 0.06%
848
+125
119
$72K 0.06%
1,014
+7
120
$71K 0.06%
3,446
121
$71K 0.06%
319
+301
122
$69K 0.06%
1,012
+77
123
$69K 0.06%
827
+373
124
$68K 0.06%
376
+345
125
$67K 0.06%
259
+250
3 4
5
6 7