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
151
$56K 0.04%
267
+1
152
$55.9K 0.04%
221
+1
153
$54.8K 0.04%
321
+2
154
$54.7K 0.04%
47
155
$54.6K 0.04%
391
156
$54.5K 0.04%
485
+4
157
$54.4K 0.04%
502
-24
158
$52.3K 0.04%
433
-98
159
$51.6K 0.04%
154
-3
160
$49.7K 0.03%
819
+796
161
$49.7K 0.03%
844
162
$49.4K 0.03%
+370
163
$48.9K 0.03%
451
+2
164
$46.9K 0.03%
62
-2
165
$46.6K 0.03%
300
-22
166
$46.2K 0.03%
430
-488
167
$45.3K 0.03%
620
+5
168
$45.3K 0.03%
362
+2
169
$45.2K 0.03%
417
-53
170
$44.5K 0.03%
400
+100
171
$44.5K 0.03%
146
+91
172
$44K 0.03%
543
+162
173
$43.8K 0.03%
2,194
+82
174
$43.1K 0.03%
248
+2
175
$41.4K 0.03%
184
+183
5 6
7
8 9