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
201
$31.5K 0.02%
253
+2
202
$30.8K 0.02%
892
+40
203
$30.6K 0.02%
1,749
-447
204
$30.4K 0.02%
1,314
+10
205
$30K 0.02%
44
-3
206
$29.8K 0.02%
343
207
$29.6K 0.02%
507
+3
208
$29.6K 0.02%
411
209
$29.5K 0.02%
1,601
210
$29.4K 0.02%
407
211
$29K 0.02%
137
+51
212
$28.9K 0.02%
398
-14
213
$28.6K 0.02%
168
214
$28.3K 0.02%
866
+7
215
$28.2K 0.02%
1,438
-356
216
$27.7K 0.02%
168
+9
217
$26.6K 0.02%
350
+2
218
$26.5K 0.02%
702
219
$26.5K 0.02%
284
+1
220
$26.4K 0.02%
56
221
$26.4K 0.02%
289
+66
222
$25.7K 0.02%
106
+1
223
$25.5K 0.02%
382
-20
224
$25.3K 0.02%
856
+10
225
$25.3K 0.02%
504
+3
7 8
9
10 11