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
201
$34.6K 0.02%
776
+7
202
$34.4K 0.02%
383
-131
203
$34.1K 0.02%
335
-38
204
$34.1K 0.02%
399
-195
205
$34K 0.02%
159
+61
206
$33.5K 0.02%
1,262
+12
207
$33.5K 0.02%
112
+1
208
$32.5K 0.02%
718
+669
209
$32.4K 0.02%
632
+7
210
$32.1K 0.02%
424
+5
211
$30.2K 0.02%
354
+1
212
$30K 0.02%
160
+1
213
$29.8K 0.02%
175
+1
214
$29.8K 0.02%
501
-45
215
$29.7K 0.02%
+69
216
$29.4K 0.02%
267
+122
217
$29K 0.02%
371
+174
218
$28.9K 0.02%
947
-24
219
$28.6K 0.02%
240
+102
220
$27.3K 0.02%
1,978
+927
221
$27.2K 0.02%
413
+189
222
$27.1K 0.02%
345
+4
223
$27.1K 0.02%
170
224
$26.4K 0.02%
460
-195
225
$26.2K 0.02%
364
7 8
9
10 11