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Resources Investment Advisors, Inc. Buys Lumentum Holdings Inc, Schwab U.S. Broad MarketETF, Invesco S&P 500 Top 50 ETF, Sells Vanguard Dividend Appreciation ETF, PGIM Ultra Short Bond ETF, Procter & Gamble Co

Investment company Resources Investment Advisors, Inc. (Current Portfolio) buys Lumentum Holdings Inc, Schwab U.S. Broad MarketETF, Invesco S&P 500 Top 50 ETF, Invesco S&P 500 Equal Weight Technology ETF, PIMCO Short Term Municipal Bond Active Exchange-Tr, sells Vanguard Dividend Appreciation ETF, PGIM Ultra Short Bond ETF, Procter & Gamble Co, Alerian MLP ETF, iShares J.P. Morgan USD Emerging Markets Bond ETF during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Resources Investment Advisors, Inc.. As of 2019Q4, Resources Investment Advisors, Inc. owns 549 stocks with a total value of $1.1 billion. These are the details of the buys and sells.

For the details of Resources Investment Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/resources+investment+advisors%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Resources Investment Advisors, Inc.
  1. Schwab US Aggregate Bond ETF (SCHZ) - 926,450 shares, 4.63% of the total portfolio. Shares added by 15.87%
  2. Schwab U.S. Mid-Cap ETF (SCHM) - 723,177 shares, 4.07% of the total portfolio. Shares added by 3.57%
  3. VanEck Vectors ETF Trust - VanEck Vectors Mornings (MOAT) - 771,530 shares, 3.96% of the total portfolio. Shares added by 1.38%
  4. Schwab U.S. Large-Cap Growth ETF (SCHG) - 443,769 shares, 3.86% of the total portfolio. Shares added by 14.34%
  5. Schwab U.S. Large-Cap Value ETF (SCHV) - 624,948 shares, 3.52% of the total portfolio. Shares added by 4.74%
New Purchase: Lumentum Holdings Inc (LITE)

Resources Investment Advisors, Inc. initiated holding in Lumentum Holdings Inc. The purchase prices were between $48.77 and $79.6, with an estimated average price of $66.02. The stock is now traded at around $88.22. The impact to a portfolio due to this purchase was 0.72%. The holding were 97,398 shares as of .

New Purchase: Invesco S&P 500 Equal Weight Technology ETF (RYT)

Resources Investment Advisors, Inc. initiated holding in Invesco S&P 500 Equal Weight Technology ETF. The purchase prices were between $172.8 and $198.89, with an estimated average price of $188.09. The stock is now traded at around $205.94. The impact to a portfolio due to this purchase was 0.3%. The holding were 16,217 shares as of .

New Purchase: iShares Short Treasury Bond ETF (SHV)

Resources Investment Advisors, Inc. initiated holding in iShares Short Treasury Bond ETF. The purchase prices were between $110.39 and $110.72, with an estimated average price of $110.55. The stock is now traded at around $110.48. The impact to a portfolio due to this purchase was 0.23%. The holding were 21,905 shares as of .

New Purchase: Schwab Intermediate-Term U.S. Treasury ETF (SCHR)

Resources Investment Advisors, Inc. initiated holding in Schwab Intermediate-Term U.S. Treasury ETF. The purchase prices were between $54.79 and $56.05, with an estimated average price of $55.25. The stock is now traded at around $55.77. The impact to a portfolio due to this purchase was 0.13%. The holding were 24,997 shares as of .

New Purchase: SPDR Barclays 1-3 Month T-Bill ETF (BIL)

Resources Investment Advisors, Inc. initiated holding in SPDR Barclays 1-3 Month T-Bill ETF. The purchase prices were between $91.08 and $91.43, with an estimated average price of $91.27. The stock is now traded at around $91.47. The impact to a portfolio due to this purchase was 0.13%. The holding were 15,590 shares as of .

New Purchase: Commerce Bancshares Inc (CBSH)

Resources Investment Advisors, Inc. initiated holding in Commerce Bancshares Inc. The purchase prices were between $55.33 and $68.43, with an estimated average price of $62.79. The stock is now traded at around $69.90. The impact to a portfolio due to this purchase was 0.08%. The holding were 12,015 shares as of .

Added: Schwab U.S. Broad MarketETF (SCHB)

Resources Investment Advisors, Inc. added to a holding in Schwab U.S. Broad MarketETF by 106.65%. The purchase prices were between $68.93 and $77.15, with an estimated average price of $73.75. The stock is now traded at around $79.46. The impact to a portfolio due to this purchase was 0.56%. The holding were 151,073 shares as of .

Added: Invesco S&P 500 Top 50 ETF (XLG)

Resources Investment Advisors, Inc. added to a holding in Invesco S&P 500 Top 50 ETF by 1750.70%. The purchase prices were between $206.54 and $234.46, with an estimated average price of $222.72. The stock is now traded at around $246.06. The impact to a portfolio due to this purchase was 0.44%. The holding were 21,172 shares as of .

Added: PIMCO Short Term Municipal Bond Active Exchange-Tr (SMMU)

Resources Investment Advisors, Inc. added to a holding in PIMCO Short Term Municipal Bond Active Exchange-Tr by 50.61%. The purchase prices were between $50.53 and $50.75, with an estimated average price of $50.64. The stock is now traded at around $50.83. The impact to a portfolio due to this purchase was 0.28%. The holding were 173,428 shares as of .

Added: Pimco Investment Grade Corporate Bond Index Exchan (CORP)

Resources Investment Advisors, Inc. added to a holding in Pimco Investment Grade Corporate Bond Index Exchan by 144.67%. The purchase prices were between $107.94 and $110.29, with an estimated average price of $108.99. The stock is now traded at around $112.16. The impact to a portfolio due to this purchase was 0.18%. The holding were 29,659 shares as of .

Added: SPDR® Nuveen Bloomberg Barclays High Yield Munici (HYMB)

Resources Investment Advisors, Inc. added to a holding in SPDR® Nuveen Bloomberg Barclays High Yield Munici by 31.02%. The purchase prices were between $58.29 and $59, with an estimated average price of $58.67. The stock is now traded at around $60.23. The impact to a portfolio due to this purchase was 0.06%. The holding were 44,271 shares as of .

Added: iShares MBS ETF (MBB)

Resources Investment Advisors, Inc. added to a holding in iShares MBS ETF by 144.06%. The purchase prices were between $107.72 and $108.39, with an estimated average price of $108.03. The stock is now traded at around $108.75. The impact to a portfolio due to this purchase was 0.06%. The holding were 10,968 shares as of .

Sold Out: Cree Inc (CREE)

Resources Investment Advisors, Inc. sold out a holding in Cree Inc. The sale prices were between $42.57 and $51.08, with an estimated average price of $46.61.

Sold Out: Vanguard Mortgage-Backed Securities ETF (VMBS)

Resources Investment Advisors, Inc. sold out a holding in Vanguard Mortgage-Backed Securities ETF. The sale prices were between $53.04 and $53.35, with an estimated average price of $53.19.

Sold Out: IAC/InterActiveCorp (IAC)

Resources Investment Advisors, Inc. sold out a holding in IAC/InterActiveCorp. The sale prices were between $212.59 and $252.5, with an estimated average price of $225.94.

Sold Out: SPDR Barclays International Treasury Bond ETF (BWX)

Resources Investment Advisors, Inc. sold out a holding in SPDR Barclays International Treasury Bond ETF. The sale prices were between $28.26 and $28.9, with an estimated average price of $28.6.

Sold Out: Snap Inc (SNAP)

Resources Investment Advisors, Inc. sold out a holding in Snap Inc. The sale prices were between $13.18 and $16.33, with an estimated average price of $14.73.

Sold Out: First Solar Inc (FSLR)

Resources Investment Advisors, Inc. sold out a holding in First Solar Inc. The sale prices were between $51.79 and $59.32, with an estimated average price of $54.96.

Reduced: Vanguard Dividend Appreciation ETF (VIG)

Resources Investment Advisors, Inc. reduced to a holding in Vanguard Dividend Appreciation ETF by 21.75%. The sale prices were between $116.11 and $125.07, with an estimated average price of $121.11. The stock is now traded at around $128.96. The impact to a portfolio due to this sale was -0.09%. Resources Investment Advisors, Inc. still held 25,559 shares as of .

Reduced: PGIM Ultra Short Bond ETF (PULS)

Resources Investment Advisors, Inc. reduced to a holding in PGIM Ultra Short Bond ETF by 45.28%. The sale prices were between $50.01 and $50.14, with an estimated average price of $50.09. The stock is now traded at around $50.07. The impact to a portfolio due to this sale was -0.08%. Resources Investment Advisors, Inc. still held 18,125 shares as of .

Reduced: Procter & Gamble Co (PG)

Resources Investment Advisors, Inc. reduced to a holding in Procter & Gamble Co by 23.31%. The sale prices were between $116.63 and $126.09, with an estimated average price of $122.36. The stock is now traded at around $126.61. The impact to a portfolio due to this sale was -0.07%. Resources Investment Advisors, Inc. still held 16,651 shares as of .

Reduced: Alerian MLP ETF (AMLP)

Resources Investment Advisors, Inc. reduced to a holding in Alerian MLP ETF by 34.69%. The sale prices were between $7.68 and $8.83, with an estimated average price of $8.28. The stock is now traded at around $8.03. The impact to a portfolio due to this sale was -0.06%. Resources Investment Advisors, Inc. still held 115,413 shares as of .

Reduced: SPDR Barclays Short Term High Yield Bond ETF (SJNK)

Resources Investment Advisors, Inc. reduced to a holding in SPDR Barclays Short Term High Yield Bond ETF by 29.43%. The sale prices were between $26.55 and $26.99, with an estimated average price of $26.79. The stock is now traded at around $26.96. The impact to a portfolio due to this sale was -0.04%. Resources Investment Advisors, Inc. still held 30,786 shares as of .

Reduced: Invesco CEF Income Composite ETF (PCEF)

Resources Investment Advisors, Inc. reduced to a holding in Invesco CEF Income Composite ETF by 23.87%. The sale prices were between $22.36 and $23.31, with an estimated average price of $22.79. The stock is now traded at around $23.67. The impact to a portfolio due to this sale was -0.04%. Resources Investment Advisors, Inc. still held 48,433 shares as of .



Here is the complete portfolio of Resources Investment Advisors, Inc.. Also check out:

1. Resources Investment Advisors, Inc.'s Undervalued Stocks
2. Resources Investment Advisors, Inc.'s Top Growth Companies, and
3. Resources Investment Advisors, Inc.'s High Yield stocks
4. Stocks that Resources Investment Advisors, Inc. keeps buying

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