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
201
$62.9K 0.03%
588
+392
202
$62.8K 0.03%
299
+1
203
$61.9K 0.03%
904
+6
204
$60.2K 0.03%
817
-8
205
$60K 0.03%
161
+14
206
$59.2K 0.03%
922
207
$59K 0.03%
1,677
+10
208
$58.9K 0.03%
550
+3
209
$58.9K 0.03%
831
+5
210
$58.7K 0.03%
257
+1
211
$58.4K 0.03%
464
+28
212
$58.1K 0.03%
738
+55
213
$57.5K 0.03%
35
+1
214
$57.5K 0.03%
1,615
-46
215
$57.4K 0.03%
73
+1
216
$56.6K 0.03%
1,437
-58
217
$56.5K 0.03%
172
+1
218
$56.3K 0.03%
731
219
$56.2K 0.03%
402
220
$55.5K 0.03%
258
+2
221
$55.2K 0.03%
364
-15
222
$54.9K 0.03%
1,158
+9
223
$54.7K 0.03%
712
224
$54.3K 0.03%
164
225
$54.2K 0.03%
2,168
+11
7 8
9
10 11