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Home > Institutional Investor > Ria Advisory Group Llc > Profile

Instuitional Investor - Ria Advisory Group Llc

Fund Profile
Filing Period:
Fund Name: Ria Advisory Group Llc
Portfolio Value $239,783,017
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 811,304 $74,145,028 30.92%
2.
Ishares Trust
 IEF 436,673 $43,785,218 18.26%
3.
Ishares Tr
 452,314 $9,851,399 4.1%
4.
Vanguard World Fund
 29,209 $6,928,964 2.88%
5.
Idexx Laboratories Inc
 IDXX 36,632 $5,991,092 2.49%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)