RIA

Retirement Investment Advisors Portfolio holdings

AUM $1.24B
1-Year Est. Return 15.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.11B
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$11.2M
3
+$6.59M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$5.34M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$4.97M

Top Sells

1
+$105K
2
+$101K
3
+$101K
4
TSLA icon
Tesla
TSLA
+$91.5K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$69.2K

Sector Composition

1 Energy 0.66%
2 Technology 0.49%
3 Financials 0.18%
4 Consumer Discretionary 0.16%
5 Utilities 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$251K 0.02%
800
-200
52
$235K 0.02%
1,902
53
$230K 0.02%
9,263
-27
54
$220K 0.02%
3,130
+187
55
$217K 0.02%
1,421
56
$217K 0.02%
19,973
-56
57
$211K 0.02%
+960
1 2
3