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
151
$98.3K 0.05%
566
-13
152
$97.3K 0.05%
866
+14
153
$94.9K 0.05%
837
154
$94.1K 0.05%
2,266
+341
155
$93.4K 0.05%
480
+3
156
$93.3K 0.05%
274
157
$91.6K 0.05%
2,958
+12
158
$90.4K 0.05%
86
159
$90.3K 0.05%
1,253
-11
160
$89.4K 0.05%
974
+803
161
$89K 0.05%
673
-27
162
$87.8K 0.05%
59
-3
163
$87.3K 0.05%
349
164
$85K 0.05%
968
+5
165
$84.9K 0.05%
675
+29
166
$84.2K 0.04%
590
+3
167
$82.9K 0.04%
1,148
+45
168
$82.6K 0.04%
8,063
169
$82.6K 0.04%
320
-45
170
$82.5K 0.04%
770
-20
171
$81.8K 0.04%
183
172
$80.8K 0.04%
2,081
+412
173
$79.8K 0.04%
610
+3
174
$77.8K 0.04%
2,476
+6
175
$76.8K 0.04%
257
-3
5 6
7
8 9