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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 $307,374,129
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 410,726 $71,150,113 23.15%
2.
Vanguard Bond Index Funds
 BND 395,909 $29,079,507 9.46%
3.
Ishares Trust
 SLV 503,201 $15,594,199 5.07%
4.
Spdr Ser Tr
 113,940 $10,451,757 3.4%
5.
Spdr S & P 500 Etf Trust
 SPY 18,299 $10,236,081 3.33%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)