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
1276
$1.04K ﹤0.01%
+46
1277
$1.03K ﹤0.01%
+74
1278
$1.03K ﹤0.01%
+214
1279
$1.03K ﹤0.01%
+36
1280
$1.02K ﹤0.01%
39
-11
1281
$1.01K ﹤0.01%
18
+4
1282
$1.01K ﹤0.01%
65
+9
1283
$1K ﹤0.01%
+10
1284
$997 ﹤0.01%
28
+2
1285
$995 ﹤0.01%
32
-2
1286
$990 ﹤0.01%
50
1287
$988 ﹤0.01%
200
1288
$988 ﹤0.01%
+153
1289
$984 ﹤0.01%
+64
1290
$982 ﹤0.01%
56
1291
$981 ﹤0.01%
+7
1292
$955 ﹤0.01%
+49
1293
$950 ﹤0.01%
10
+5
1294
$936 ﹤0.01%
23
1295
$932 ﹤0.01%
+142
1296
$929 ﹤0.01%
108
+34
1297
$928 ﹤0.01%
44
+2
1298
$926 ﹤0.01%
+40
1299
$908 ﹤0.01%
211
1300
$906 ﹤0.01%
38
50 51
52
53 54