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
$699M
AUM Growth
-$400M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$3.12M
3
+$1.76M
4
TXN icon
Texas Instruments
TXN
+$1.33M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M

Top Sells

1
+$113M
2
+$103M
3
+$69.2M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$57.6M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$33.3M

Sector Composition

1 Energy 0.97%
2 Technology 0.57%
3 Financials 0.21%
4 Consumer Discretionary 0.17%
5 Utilities 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$121K 0.02%
11,245
52
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-9,928
53
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-520
54
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-1,200
55
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-4,254
56
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-6,048
57
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-16,260
58
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-592
59
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-996
60
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-3,370
61
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-1,462
62
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-444,475
63
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-4,996
64
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-1,938
65
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-3,804
1 2
3