RAG

RIA Advisory Group Portfolio holdings

AUM $340M
1-Year Est. Return 23.9%
This Quarter Est. Return
1 Year Est. Return
+23.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$283M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$47.9M
2 +$37.6M
3 +$33.9M
4
SLV icon
iShares Silver Trust
SLV
+$20.8M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$12.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.42%
2 Consumer Staples 6.34%
3 Industrials 4.19%
4 Healthcare 2.78%
5 Energy 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$81.1K 0.03%
+15,125
127
$26.8K 0.01%
+19,700
128
$9.76K ﹤0.01%
+320