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
176
$38.6K 0.03%
964
+9
177
$38.4K 0.03%
916
+12
178
$38.2K 0.03%
269
+40
179
$37.8K 0.03%
139
180
$37.7K 0.03%
167
+5
181
$37.5K 0.03%
679
+1
182
$37.3K 0.03%
450
+8
183
$36.2K 0.03%
238
+1
184
$36.2K 0.03%
594
-50
185
$35.9K 0.03%
76
+4
186
$35.3K 0.03%
302
+1
187
$35.3K 0.03%
360
-198
188
$34.8K 0.03%
1,812
+29
189
$34.7K 0.03%
915
+5
190
$34.5K 0.03%
100
-1
191
$34.3K 0.03%
1,227
+12
192
$34.2K 0.03%
872
193
$33.7K 0.03%
264
+2
194
$33K 0.02%
487
195
$32.8K 0.02%
629
+4
196
$32.3K 0.02%
192
197
$32.1K 0.02%
865
-263
198
$32K 0.02%
639
+4
199
$31.9K 0.02%
456
+1
200
$31.7K 0.02%
141
6 7
8
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