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
USAU icon
1326
US Gold Corp
USAU
$220M
$781 ﹤0.01%
64
-60
MBX
1327
MBX Biosciences
MBX
$1.14B
$776 ﹤0.01%
+68
AMKR icon
1328
Amkor Technology
AMKR
$8.6B
$771 ﹤0.01%
37
-12
MEI icon
1329
Methode Electronics
MEI
$233M
$766 ﹤0.01%
81
+78
CFG icon
1330
Citizens Financial Group
CFG
$22.2B
$761 ﹤0.01%
17
RDDT icon
1331
Reddit
RDDT
$36.9B
$753 ﹤0.01%
+5
CRK icon
1332
Comstock Resources
CRK
$6.75B
$747 ﹤0.01%
27
-54
TTWO icon
1333
Take-Two Interactive
TTWO
$42.8B
$729 ﹤0.01%
3
LUNR icon
1334
Intuitive Machines
LUNR
$1.14B
$728 ﹤0.01%
+67
SNDK
1335
Sandisk
SNDK
$35.1B
$726 ﹤0.01%
16
+15
NNE
1336
Nano Nuclear Energy
NNE
$1.97B
$724 ﹤0.01%
+21
ANVS icon
1337
Annovis Bio
ANVS
$52.2M
$723 ﹤0.01%
+333
SIG icon
1338
Signet Jewelers
SIG
$4.11B
$716 ﹤0.01%
+9
IPI icon
1339
Intrepid Potash
IPI
$331M
$715 ﹤0.01%
20
-19
UEC icon
1340
Uranium Energy
UEC
$5.89B
$714 ﹤0.01%
+105
SOFI icon
1341
SoFi Technologies
SOFI
$34B
$710 ﹤0.01%
39
-32
FATE icon
1342
Fate Therapeutics
FATE
$123M
$709 ﹤0.01%
+633
LKQ icon
1343
LKQ Corp
LKQ
$7.77B
$703 ﹤0.01%
19
MED icon
1344
Medifast
MED
$131M
$703 ﹤0.01%
+50
IEX icon
1345
IDEX
IEX
$12.6B
$702 ﹤0.01%
4
MTW icon
1346
Manitowoc
MTW
$388M
$697 ﹤0.01%
+58
PRM icon
1347
Perimeter Solutions
PRM
$3.68B
$696 ﹤0.01%
50
+1
APGE icon
1348
Apogee Therapeutics
APGE
$3.7B
$695 ﹤0.01%
16
-15
AFRM icon
1349
Affirm
AFRM
$24.3B
$691 ﹤0.01%
10
-6
CRBU icon
1350
Caribou Biosciences
CRBU
$195M
$690 ﹤0.01%
+548