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
$948M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$7.87M
3
+$7.2M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$4.71M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$4.19M

Top Sells

1
+$236K
2
+$119K
3
+$103K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$80.8K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$80.3K

Sector Composition

1 Energy 0.77%
2 Technology 0.56%
3 Financials 0.23%
4 Consumer Discretionary 0.22%
5 Utilities 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$231K 0.02%
+1,000
52
$223K 0.02%
1,902
53
$221K 0.02%
8,653
54
$213K 0.02%
+971
55
$212K 0.02%
600
56
$206K 0.02%
1,421
57
$202K 0.02%
+1,169
58
$198K 0.02%
20,029
1 2
3