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
$132M
AUM Growth
+$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.99M
3
+$1.23M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$380K
5
AAPL icon
Apple
AAPL
+$371K

Top Sells

1
+$1.85M
2
+$578K
3
+$336K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$239K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$216K

Sector Composition

1 Technology 5.98%
2 Financials 4.82%
3 Consumer Discretionary 4.47%
4 Consumer Staples 3.13%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$73.6K 0.06%
379
+1
127
$70.7K 0.05%
761
+8
128
$70.6K 0.05%
1,924
+16
129
$70.4K 0.05%
790
-100
130
$70.1K 0.05%
1,011
-10
131
$69.3K 0.05%
3,446
132
$69K 0.05%
2,769
+37
133
$68.4K 0.05%
1,070
+3
134
$68K 0.05%
237
+2
135
$67.4K 0.05%
505
+3
136
$66.3K 0.05%
357
+8
137
$66.2K 0.05%
436
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138
$64K 0.05%
335
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139
$63.5K 0.05%
110
+1
140
$62.3K 0.05%
598
+2
141
$61.1K 0.05%
2,125
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142
$59.8K 0.05%
571
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143
$58.7K 0.04%
770
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144
$57K 0.04%
475
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145
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453
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146
$55.6K 0.04%
1,780
+20
147
$55K 0.04%
1,008
-90
148
$53.5K 0.04%
702
-181
149
$52.8K 0.04%
461
+48
150
$50.7K 0.04%
1,284
-319
4 5
6
7 8