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
$189M
AUM Growth
+$1.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,290
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.23M
3
+$1.18M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$795K
5
BA icon
Boeing
BA
+$388K

Top Sells

1
+$3.15M
2
+$2.26M
3
+$362K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$270K
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$237K

Sector Composition

1 Technology 7.88%
2 Financials 6.64%
3 Consumer Discretionary 3.8%
4 Industrials 3.52%
5 Healthcare 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$124K 0.07%
324
-41
127
$124K 0.07%
2,308
-335
128
$124K 0.07%
2,995
+37
129
$123K 0.07%
120
130
$120K 0.06%
1,542
+9
131
$118K 0.06%
2,608
+26
132
$117K 0.06%
1,336
133
$116K 0.06%
670
+2
134
$116K 0.06%
2,488
+6
135
$113K 0.06%
3,956
+10
136
$112K 0.06%
1,280
+8
137
$109K 0.06%
464
+1
138
$109K 0.06%
472
+2
139
$107K 0.06%
1,697
+1,094
140
$106K 0.06%
355
+1
141
$106K 0.06%
2,768
-124
142
$105K 0.06%
239
+1
143
$103K 0.05%
865
+9
144
$103K 0.05%
1,555
145
$103K 0.05%
1,863
+11
146
$102K 0.05%
1,408
-30
147
$101K 0.05%
484
148
$99.5K 0.05%
2,541
+19
149
$99.1K 0.05%
327
+2
150
$98.7K 0.05%
2,611
+3
4 5
6
7 8