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
$252M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,662
New
Increased
Reduced
Closed

Top Sells

1 +$146K
2 +$117K
3 +$94K
4
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$93.6K
5
MDT icon
Medtronic
MDT
+$51.8K

Sector Composition

1 Technology 8.53%
2 Financials 5.74%
3 Consumer Discretionary 3.24%
4 Industrials 2.95%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OUST icon
1226
Ouster
OUST
$1.54B
$1.5K ﹤0.01%
62
FFAI
1227
Faraday Future Intelligent Electric
FFAI
$175M
$1.49K ﹤0.01%
+884
MASS icon
1228
908 Devices
MASS
$266M
$1.48K ﹤0.01%
207
VTRS icon
1229
Viatris
VTRS
$11.7B
$1.48K ﹤0.01%
165
+58
TE
1230
T1 Energy Inc
TE
$727M
$1.47K ﹤0.01%
+1,191
CTRA icon
1231
Coterra Energy
CTRA
$20.2B
$1.43K ﹤0.01%
56
+19
ASPI icon
1232
ASP Isotopes
ASPI
$995M
$1.42K ﹤0.01%
193
+74
IYM icon
1233
iShares US Basic Materials ETF
IYM
$540M
$1.41K ﹤0.01%
+10
APP icon
1234
Applovin
APP
$210B
$1.4K ﹤0.01%
+4
KOPN icon
1235
Kopin
KOPN
$518M
$1.39K ﹤0.01%
+906
WF icon
1236
Woori Financial
WF
$13.2B
$1.39K ﹤0.01%
28
+25
XRX icon
1237
Xerox
XRX
$392M
$1.38K ﹤0.01%
263
+109
BFRG icon
1238
Bullfrog AI
BFRG
$11.4M
$1.37K ﹤0.01%
+909
NUTX
1239
Nutex Health
NUTX
$637M
$1.37K ﹤0.01%
+11
TERN icon
1240
Terns Pharmaceuticals
TERN
$1.62B
$1.35K ﹤0.01%
+362
CVNA icon
1241
Carvana
CVNA
$43B
$1.35K ﹤0.01%
4
ACMR icon
1242
ACM Research
ACMR
$2B
$1.35K ﹤0.01%
+52
SNOW icon
1243
Snowflake
SNOW
$89.1B
$1.34K ﹤0.01%
+6
KOD icon
1244
Kodiak Sciences
KOD
$931M
$1.33K ﹤0.01%
+356
REI icon
1245
Ring Energy
REI
$195M
$1.33K ﹤0.01%
1,670
+10
TXG icon
1246
10x Genomics
TXG
$1.9B
$1.32K ﹤0.01%
+114
CMS icon
1247
CMS Energy
CMS
$22.3B
$1.32K ﹤0.01%
19
MXL icon
1248
MaxLinear
MXL
$1.29B
$1.31K ﹤0.01%
+92
MRAM icon
1249
Everspin Technologies
MRAM
$206M
$1.27K ﹤0.01%
+202
DIOD icon
1250
Diodes
DIOD
$2.06B
$1.27K ﹤0.01%
+24