RIA
Retirement Investment Advisors Portfolio holdings
AUM
$1.11B
This Quarter Return
+7.53%
1 Year Return
+11.67%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
–
Cap. Flow
+$155M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
76.9%
Holding
48
New
48
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$27.2M |
| 2 |
Vanguard Value ETF
VTV
|
$22.7M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$16.2M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$11.3M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$9.46M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 3.02% |
| 2 | Financials | 1% |
| 3 | Technology | 0.98% |
| 4 | Communication Services | 0.49% |
| 5 | Consumer Discretionary | 0.44% |
