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
$143M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
699
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$1.01M
3
+$466K
4
PYPL icon
PayPal
PYPL
+$452K
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$345K

Top Sells

1
+$15.1M
2
+$7.91M
3
+$2.28M
4
DKNG icon
DraftKings
DKNG
+$504K
5
CSCO icon
Cisco
CSCO
+$270K

Sector Composition

1 Financials 5.79%
2 Technology 3.23%
3 Consumer Discretionary 2.43%
4 Healthcare 1.85%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$74.4K 0.05%
334
+2
127
$71.1K 0.05%
482
+458
128
$69.5K 0.05%
481
-23
129
$66K 0.05%
3,762
+2
130
$65.5K 0.05%
3,903
-2,906
131
$64.8K 0.05%
133
+13
132
$63.1K 0.04%
3,146
133
$63.1K 0.04%
230
+106
134
$62.7K 0.04%
1,745
-177
135
$62.2K 0.04%
739
+5
136
$61.7K 0.04%
183
+179
137
$61.1K 0.04%
814
+5
138
$60.2K 0.04%
540
-114
139
$60.1K 0.04%
1,856
+2
140
$59.4K 0.04%
894
-45
141
$59K 0.04%
1,637
+1,114
142
$58.2K 0.04%
1,595
-130
143
$58.1K 0.04%
37
-8
144
$58.1K 0.04%
547
+62
145
$57.5K 0.04%
548
+4
146
$56.9K 0.04%
+298
147
$56.7K 0.04%
2,129
-320
148
$56.5K 0.04%
90
-1
149
$56.4K 0.04%
601
+590
150
$56.1K 0.04%
540
+304
4 5
6
7 8