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
51
$212K 0.02%
20,029
+3
52
$200K 0.02%
+1,902
53
– –
-3,130
54
– –
-11,245
1 2
3