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
$132M
AUM Growth
+$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.99M
3
+$1.23M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$380K
5
AAPL icon
Apple
AAPL
+$371K

Top Sells

1
+$1.85M
2
+$578K
3
+$336K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$239K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$216K

Sector Composition

1 Technology 5.98%
2 Financials 4.82%
3 Consumer Discretionary 4.47%
4 Consumer Staples 3.13%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$103K 0.08%
1,600
+10
102
$101K 0.08%
1,333
+3
103
$100K 0.08%
721
+407
104
$99.8K 0.08%
946
+4
105
$97.8K 0.07%
1,578
-311
106
$97.7K 0.07%
1,323
-16
107
$92.3K 0.07%
470
-280
108
$91.9K 0.07%
1,285
+4
109
$88.9K 0.07%
1,013
+8
110
$88.4K 0.07%
1,056
+7
111
$87.3K 0.07%
267
-13
112
$87.2K 0.07%
1,118
+4
113
$87K 0.07%
1,815
-30
114
$85K 0.06%
1,409
+3
115
$83.2K 0.06%
365
+2
116
$83.2K 0.06%
1,646
+8
117
$82.8K 0.06%
652
+6
118
$82.2K 0.06%
8,063
119
$81.2K 0.06%
2,303
+15
120
$81.2K 0.06%
811
-230
121
$79.7K 0.06%
322
+1
122
$79.1K 0.06%
1,478
+424
123
$78.3K 0.06%
727
-139
124
$78.3K 0.06%
1,435
-995
125
$75.1K 0.06%
57
-1
3 4
5
6 7