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

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Feb 07, 2020
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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 .



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