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
151
$49.3K 0.04%
585
-25
152
$49.1K 0.04%
543
+3
153
$49K 0.04%
491
+7
154
$47.3K 0.04%
612
+8
155
$47.1K 0.04%
157
-20
156
$46.1K 0.03%
1,692
+30
157
$46K 0.03%
643
+112
158
$45.9K 0.03%
617
+72
159
$45.6K 0.03%
415
+1
160
$45.3K 0.03%
1,212
161
$45K 0.03%
3,754
+3
162
$44.9K 0.03%
+1,432
163
$44.8K 0.03%
768
164
$44.7K 0.03%
326
+96
165
$43.8K 0.03%
579
166
$42.8K 0.03%
346
+2
167
$42.8K 0.03%
1,144
-148
168
$42.4K 0.03%
938
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169
$42.1K 0.03%
592
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170
$41K 0.03%
205
171
$40.2K 0.03%
821
-15
172
$40K 0.03%
499
+3
173
$39.7K 0.03%
740
174
$39.4K 0.03%
215
+88
175
$39.1K 0.03%
2,116
+76
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7
8 9