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
$143M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$1.01M
3
+$466K
4
PYPL icon
PayPal
PYPL
+$452K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$345K

Top Sells

1
+$15.1M
2
+$7.91M
3
+$2.28M
4
DKNG icon
DraftKings
DKNG
+$504K
5
CSCO icon
Cisco
CSCO
+$270K

Sector Composition

1 Financials 5.79%
2 Technology 3.23%
3 Consumer Discretionary 2.43%
4 Healthcare 1.85%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$106K 0.07%
1,578
102
$102K 0.07%
145
+135
103
$102K 0.07%
2,892
-14,290
104
$99.6K 0.07%
1,354
+12
105
$99.5K 0.07%
1,067
+61
106
$97.8K 0.07%
383
+172
107
$96.9K 0.07%
+1,991
108
$94.7K 0.07%
360
109
$94.2K 0.07%
327
+300
110
$91.8K 0.06%
616
-26
111
$91.3K 0.06%
1,855
+800
112
$89.5K 0.06%
150
113
$87.3K 0.06%
680
+2
114
$85.2K 0.06%
1,315
-24
115
$83.5K 0.06%
236
116
$83K 0.06%
610
-80
117
$81.8K 0.06%
8,063
118
$81.3K 0.06%
847
-156
119
$79.8K 0.06%
150
120
$79.6K 0.06%
306
-2
121
$79.2K 0.06%
401
+269
122
$78.9K 0.06%
636
-24
123
$77.8K 0.05%
738
-8
124
$76.5K 0.05%
958
+16
125
$76.5K 0.05%
512
+3
3 4
5
6 7