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
$252M
AUM Growth
+$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,662
New
Increased
Reduced
Closed

Top Sells

1 +$146K
2 +$117K
3 +$94K
4
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$93.6K
5
MDT icon
Medtronic
MDT
+$51.8K

Sector Composition

1 Technology 8.53%
2 Financials 5.74%
3 Consumer Discretionary 3.24%
4 Industrials 2.95%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CORZ icon
201
Core Scientific
CORZ
$6.26B
$68.3K 0.03%
4,000
-2,000
CEG icon
202
Constellation Energy
CEG
$112B
$68.1K 0.03%
211
+3
TSM icon
203
TSMC
TSM
$1.49T
$66.9K 0.03%
295
-33
YUM icon
204
Yum! Brands
YUM
$41.4B
$66.4K 0.03%
448
-20
UPRO icon
205
ProShares UltraPro S&P 500
UPRO
$4.64B
$65.8K 0.03%
720
+2
MDT icon
206
Medtronic
MDT
$118B
$65.4K 0.03%
750
-594
GEN icon
207
Gen Digital
GEN
$15.9B
$62.6K 0.02%
2,129
-232
MMC icon
208
Marsh & McLennan
MMC
$88.2B
$61.4K 0.02%
281
+1
BKR icon
209
Baker Hughes
BKR
$47.2B
$61.3K 0.02%
1,599
+3
INTC icon
210
Intel
INTC
$182B
$60.5K 0.02%
2,702
-25
CME icon
211
CME Group
CME
$99.7B
$59.5K 0.02%
216
+1
ITW icon
212
Illinois Tool Works
ITW
$71.2B
$58.8K 0.02%
238
CI icon
213
Cigna
CI
$70.7B
$58.6K 0.02%
177
-2
FI icon
214
Fiserv
FI
$34.3B
$58.6K 0.02%
340
-20
PLD icon
215
Prologis
PLD
$117B
$57.4K 0.02%
546
+4
WELL icon
216
Welltower
WELL
$131B
$57.3K 0.02%
373
+8
MCK icon
217
McKesson
MCK
$105B
$56.7K 0.02%
77
+1
SFM icon
218
Sprouts Farmers Market
SFM
$7.67B
$56.1K 0.02%
341
CDNS icon
219
Cadence Design Systems
CDNS
$88.5B
$56.1K 0.02%
182
+8
PH icon
220
Parker-Hannifin
PH
$107B
$56K 0.02%
80
+4
LULU icon
221
lululemon athletica
LULU
$19.7B
$55.6K 0.02%
234
+3
MDLZ icon
222
Mondelez International
MDLZ
$73.8B
$54.7K 0.02%
811
+5
NI icon
223
NiSource
NI
$20.6B
$54.6K 0.02%
1,354
+23
FE icon
224
FirstEnergy
FE
$26.5B
$53.6K 0.02%
1,332
+14
RCL icon
225
Royal Caribbean
RCL
$69.8B
$53.4K 0.02%
170
+3