RIA
Retirement Investment Advisors Portfolio holdings
AUM
$1.11B
This Quarter Return
+1.05%
1 Year Return
+11.67%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$824M
AUM Growth
–
Cap. Flow
+$824M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
94.28%
Holding
54
New
54
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$182M |
| 2 |
Vanguard Value ETF
VTV
|
$176M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$117M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$95.8M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$57.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 0.91% |
| 2 | Technology | 0.57% |
| 3 | Financials | 0.19% |
| 4 | Consumer Discretionary | 0.13% |
| 5 | Utilities | 0.05% |
