RA

Rise Advisors Portfolio holdings

AUM $280M
1-Year Est. Return 14.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.53%
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 Buys

1
+$2.91M
2
+$1.37M
3
+$1.36M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$877K
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$794K

Top Sells

1
+$138K
2
+$111K
3
+$94K
4
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$81.5K
5
MDT icon
Medtronic
MDT
+$50.4K

Sector Composition

1 Technology 8.53%
2 Financials 5.74%
3 Consumer Discretionary 3.24%
4 Industrials 2.96%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$1.27K ﹤0.01%
+49
1252
$1.26K ﹤0.01%
+6
1253
$1.25K ﹤0.01%
74
1254
$1.25K ﹤0.01%
+82
1255
$1.25K ﹤0.01%
4
+2
1256
$1.24K ﹤0.01%
+10
1257
$1.23K ﹤0.01%
13
1258
$1.23K ﹤0.01%
71
1259
$1.22K ﹤0.01%
+11
1260
$1.19K ﹤0.01%
+380
1261
$1.18K ﹤0.01%
+7
1262
$1.18K ﹤0.01%
+1,652
1263
$1.17K ﹤0.01%
18
1264
$1.16K ﹤0.01%
+18
1265
$1.16K ﹤0.01%
+74
1266
$1.15K ﹤0.01%
18
+2
1267
$1.14K ﹤0.01%
24
+2
1268
$1.13K ﹤0.01%
+38
1269
$1.13K ﹤0.01%
38
1270
$1.12K ﹤0.01%
28
1271
$1.12K ﹤0.01%
840
+515
1272
$1.1K ﹤0.01%
15
1273
$1.08K ﹤0.01%
773
+93
1274
$1.05K ﹤0.01%
6
1275
$1.05K ﹤0.01%
32
49 50
51
52 53