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
101
$191K 0.1%
1,287
+44
102
$180K 0.1%
2,302
103
$173K 0.09%
1,775
+15
104
$171K 0.09%
640
-6
105
$166K 0.09%
735
-326
106
$164K 0.09%
8,578
+467
107
$161K 0.09%
363
-2
108
$160K 0.08%
1,864
-9
109
$159K 0.08%
656
110
$152K 0.08%
1,567
+8
111
$150K 0.08%
882
112
$149K 0.08%
227
-7
113
$145K 0.08%
657
+3
114
$145K 0.08%
891
+15
115
$141K 0.07%
1,580
+9
116
$141K 0.07%
254
-102
117
$138K 0.07%
1,680
118
$137K 0.07%
1,316
+3
119
$135K 0.07%
987
+6
120
$132K 0.07%
831
-193
121
$132K 0.07%
1,195
+4
122
$131K 0.07%
227
123
$130K 0.07%
1,249
+18
124
$127K 0.07%
2,839
+23
125
$125K 0.07%
1,835
+1,602
3 4
5
6 7