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
176
$41.4K 0.03%
838
+10
177
$41.1K 0.03%
303
+1
178
$40.9K 0.03%
405
+117
179
$40.9K 0.03%
854
+11
180
$40.9K 0.03%
1,791
+610
181
$40.6K 0.03%
1,601
182
$40.2K 0.03%
460
183
$40.1K 0.03%
508
+3
184
$39.8K 0.03%
328
185
$39.5K 0.03%
682
-7
186
$39K 0.03%
1,053
187
$38.9K 0.03%
711
+201
188
$38.8K 0.03%
1,135
+6
189
$37.9K 0.03%
641
+9
190
$37.2K 0.03%
+338
191
$36.5K 0.03%
996
+11
192
$36.3K 0.03%
722
+1
193
$35.9K 0.03%
462
+4
194
$35.8K 0.03%
452
+3
195
$35.6K 0.02%
272
+1
196
$35K 0.02%
324
+7
197
$35K 0.02%
106
198
$34.9K 0.02%
166
+20
199
$34.9K 0.02%
+905
200
$34.7K 0.02%
454
+97
6 7
8
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