RIA

Retirement Investment Advisors Portfolio holdings

AUM $1.2B
1-Year Est. Return 11.16%
This Quarter Est. Return
1 Year Est. Return
+11.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$915M
AUM Growth
+$91.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$9.3M
2
+$7.8M
3
+$7.56M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.96M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.97M

Top Sells

1
+$526K
2
+$226K
3
+$164K
4
SXC icon
SunCoke Energy
SXC
+$110K
5
OKE icon
Oneok
OKE
+$89.9K

Sector Composition

1 Energy 0.8%
2 Technology 0.56%
3 Financials 0.21%
4 Consumer Discretionary 0.14%
5 Utilities 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.14%
14,488
-987
27
$1.28M 0.14%
10,564
28
$1.18M 0.13%
6,590
+108
29
$879K 0.1%
6,687
30
$748K 0.08%
2,858
31
$735K 0.08%
12,598
-598
32
$672K 0.07%
6,383
33
$639K 0.07%
3,828
+262
34
$611K 0.07%
14,899
+2,287
35
$584K 0.06%
2,640
+528
36
$546K 0.06%
1,930
+1
37
$527K 0.06%
2,384
38
$478K 0.05%
+5,916
39
$407K 0.04%
7,853
40
$363K 0.04%
3,601
41
$323K 0.04%
7,608
-12,392
42
$297K 0.03%
974
43
$277K 0.03%
7,363
-428
44
$274K 0.03%
17,072
45
$268K 0.03%
1,573
46
$242K 0.03%
562
47
$231K 0.03%
+394
48
$230K 0.03%
1,421
49
$227K 0.02%
8,653
-1,960
50
$215K 0.02%
+600
1
2
3