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
176
$75.5K 0.04%
816
+1
177
$74.9K 0.04%
411
+20
178
$74.2K 0.04%
649
+4
179
$73.2K 0.04%
343
+2
180
$73.1K 0.04%
156
181
$72K 0.04%
1,008
+76
182
$71.8K 0.04%
154
+2
183
$70.2K 0.04%
1,189
-1
184
$70K 0.04%
1,714
+10
185
$69.7K 0.04%
3,146
186
$69.3K 0.04%
338
+78
187
$69.1K 0.04%
916
-201
188
$68.9K 0.04%
179
-2
189
$68.5K 0.04%
1,080
+108
190
$68.3K 0.04%
639
+4
191
$68.2K 0.04%
709
+547
192
$67.6K 0.04%
125
+1
193
$67.4K 0.04%
53
194
$66.9K 0.04%
298
+27
195
$65.8K 0.03%
551
+1
196
$65.1K 0.03%
+7,000
197
$63.4K 0.03%
942
+2
198
$63K 0.03%
476
+21
199
$62.9K 0.03%
76
200
$62.9K 0.03%
390
6 7
8
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