SRS Capital Advisors, Inc. Buys ISHARES TRUST, ISHARES TRUST, ISHARES TRUST, Sells iShares 3-7 Year Treasury Bond ETF, SPDR SERIES TRUST, ISHARES TRUST

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Aug 06, 2020
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Investment company SRS Capital Advisors, Inc. (Current Portfolio) buys ISHARES TRUST, ISHARES TRUST, ISHARES TRUST, ISHARES TRUST, iShares MBS ETF, sells iShares 3-7 Year Treasury Bond ETF, SPDR SERIES TRUST, ISHARES TRUST, VANGUARD INDEX FDS, Invesco S P MidCap Low Volatility ETF during the 3-months ended 2020Q2, according to the most recent filings of the investment company, SRS Capital Advisors, Inc.. As of 2020Q2, SRS Capital Advisors, Inc. owns 617 stocks with a total value of $554 million. These are the details of the buys and sells.

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

These are the top 5 holdings of SRS Capital Advisors, Inc.
  1. ISHARES TRUST (IWF) - 164,156 shares, 5.69% of the total portfolio. Shares added by 73.55%
  2. ISHARES TRUST (IWP) - 179,649 shares, 5.13% of the total portfolio. Shares added by 1061.87%
  3. ISHARES TRUST (IWO) - 126,895 shares, 4.74% of the total portfolio. Shares added by 103912.30%
  4. ISHARES TRUST (TLH) - 155,901 shares, 4.71% of the total portfolio. Shares added by 2006.77%
  5. iShares 1-3 Year Credit Bond ETF (IGSB) - 461,466 shares, 4.56% of the total portfolio. Shares reduced by 10.23%
New Purchase: iShares Edge MSCI Min Vol EAFE (EFAV)

SRS Capital Advisors, Inc. initiated holding in iShares Edge MSCI Min Vol EAFE. The purchase prices were between $58.66 and $67.92, with an estimated average price of $64.09. The stock is now traded at around $67.39. The impact to a portfolio due to this purchase was 1.52%. The holding were 127,060 shares as of .

New Purchase: VANGUARD INDEX FDS (VB)

SRS Capital Advisors, Inc. initiated holding in VANGUARD INDEX FDS. The purchase prices were between $106.26 and $156.76, with an estimated average price of $133.91. The stock is now traded at around $156.75. The impact to a portfolio due to this purchase was 1.49%. The holding were 56,524 shares as of .

New Purchase: First Trust Dorsey Wright Focus 5 ETF (FV)

SRS Capital Advisors, Inc. initiated holding in First Trust Dorsey Wright Focus 5 ETF. The purchase prices were between $24.69 and $33.41, with an estimated average price of $30.18. The stock is now traded at around $34.73. The impact to a portfolio due to this purchase was 0.06%. The holding were 11,093 shares as of .

New Purchase: DIREXION SH ETF TR (QQQE)

SRS Capital Advisors, Inc. initiated holding in DIREXION SH ETF TR. The purchase prices were between $44.33 and $60.23, with an estimated average price of $54.11. The stock is now traded at around $63.44. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,014 shares as of .

New Purchase: Recon Capital NASDAQ-100 Covered Call ETF (QYLD)

SRS Capital Advisors, Inc. initiated holding in Recon Capital NASDAQ-100 Covered Call ETF. The purchase prices were between $18.9 and $21, with an estimated average price of $20.27. The stock is now traded at around $21.80. The impact to a portfolio due to this purchase was 0.04%. The holding were 11,556 shares as of .

New Purchase: Cable One Inc (CABO)

SRS Capital Advisors, Inc. initiated holding in Cable One Inc. The purchase prices were between $1536.38 and $1960, with an estimated average price of $1786.93. The stock is now traded at around $1815.76. The impact to a portfolio due to this purchase was 0.02%. The holding were 73 shares as of .

Added: ISHARES TRUST (IWO)

SRS Capital Advisors, Inc. added to a holding in ISHARES TRUST by 103912.30%. The purchase prices were between $145.38 and $213.33, with an estimated average price of $186.33. The stock is now traded at around $223.38. The impact to a portfolio due to this purchase was 4.74%. The holding were 126,895 shares as of .

Added: ISHARES TRUST (IWP)

SRS Capital Advisors, Inc. added to a holding in ISHARES TRUST by 1061.87%. The purchase prices were between $115.02 and $162.31, with an estimated average price of $144.54. The stock is now traded at around $172.32. The impact to a portfolio due to this purchase was 4.69%. The holding were 179,649 shares as of .

Added: ISHARES TRUST (TLH)

SRS Capital Advisors, Inc. added to a holding in ISHARES TRUST by 2006.77%. The purchase prices were between $161.53 and $170.16, with an estimated average price of $167.06. The stock is now traded at around $171.99. The impact to a portfolio due to this purchase was 4.49%. The holding were 155,901 shares as of .

Added: ISHARES TRUST (IVE)

SRS Capital Advisors, Inc. added to a holding in ISHARES TRUST by 5638.78%. The purchase prices were between $91.41 and $118.98, with an estimated average price of $105.45. The stock is now traded at around $113.49. The impact to a portfolio due to this purchase was 4.29%. The holding were 223,468 shares as of .

Added: iShares MBS ETF (MBB)

SRS Capital Advisors, Inc. added to a holding in iShares MBS ETF by 874.25%. The purchase prices were between $109.82 and $111.24, with an estimated average price of $110.72. The stock is now traded at around $110.63. The impact to a portfolio due to this purchase was 2.74%. The holding were 152,334 shares as of .

Added: ISHARES TRUST (IWF)

SRS Capital Advisors, Inc. added to a holding in ISHARES TRUST by 73.55%. The purchase prices were between $143.88 and $193.61, with an estimated average price of $175.61. The stock is now traded at around $211.91. The impact to a portfolio due to this purchase was 2.41%. The holding were 164,156 shares as of .

Sold Out: ISHARES TRUST (IWS)

SRS Capital Advisors, Inc. sold out a holding in ISHARES TRUST. The sale prices were between $59.62 and $85.09, with an estimated average price of $72.38.

Sold Out: The Estee Lauder Companies Inc (EL)

SRS Capital Advisors, Inc. sold out a holding in The Estee Lauder Companies Inc. The sale prices were between $149.21 and $205.17, with an estimated average price of $178.17.

Sold Out: The Toro Co (TTC)

SRS Capital Advisors, Inc. sold out a holding in The Toro Co. The sale prices were between $59.98 and $74.26, with an estimated average price of $65.69.

Sold Out: TrueCar Inc (TRUE)

SRS Capital Advisors, Inc. sold out a holding in TrueCar Inc. The sale prices were between $2.12 and $3.31, with an estimated average price of $2.56.

Sold Out: ICICI Bank Ltd (IBN)

SRS Capital Advisors, Inc. sold out a holding in ICICI Bank Ltd. The sale prices were between $7.23 and $10.14, with an estimated average price of $8.86.

Sold Out: Quaker Chemical Corp (KWR)

SRS Capital Advisors, Inc. sold out a holding in Quaker Chemical Corp. The sale prices were between $112.01 and $198.16, with an estimated average price of $156.52.



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