SRS Capital Advisors, Inc. Buys BTC iShares Russell 1000 Growth ETF, BTC iShares Russell Mid-Cap Growth ETF, Vanguard Small Cap Growth ETF, Sells BTC iShares iBoxx USD Investment Grade Corporate B, Vanguard Mid-Cap Growth ETF, BTC iShares S&P 500 Growth E

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Investment company SRS Capital Advisors, Inc. (Current Portfolio) buys BTC iShares Russell 1000 Growth ETF, BTC iShares Russell Mid-Cap Growth ETF, Vanguard Small Cap Growth ETF, SPDR Portfolio Short Term Treasury ETF, Vanguard Short-Term Bond ETF, sells BTC iShares iBoxx USD Investment Grade Corporate B, Vanguard Mid-Cap Growth ETF, BTC iShares S&P 500 Growth ETF, SPDR Nuveen Bloomberg Barclays Municipal Bond ETF, First Trust North American Energy Infrastructure F during the 3-months ended 2020Q4, according to the most recent filings of the investment company, SRS Capital Advisors, Inc.. As of 2020Q4, SRS Capital Advisors, Inc. owns 667 stocks with a total value of $665 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. BTC iShares Russell 2000 Growth ETF (IWO) - 140,686 shares, 6.07% of the total portfolio. Shares added by 9.34%
  2. BTC iShares Russell Mid-Cap Growth ETF (IWP) - 368,259 shares, 5.69% of the total portfolio. Shares added by 101.46%
  3. BTC iShares Russell 1000 Growth ETF (IWF) - 150,516 shares, 5.46% of the total portfolio. Shares added by 913.99%
  4. BTC iShares Russell 2000 Value ETF (IWN) - 247,926 shares, 4.91% of the total portfolio. Shares added by 2.27%
  5. iShares Short Treasury Bond ETF (SHV) - 288,558 shares, 4.80% of the total portfolio. Shares reduced by 4.19%
New Purchase: Big Lots Inc (BIG)

SRS Capital Advisors, Inc. initiated holding in Big Lots Inc. The purchase prices were between $42.93 and $55.08, with an estimated average price of $48.65. The stock is now traded at around $53.195000. The impact to a portfolio due to this purchase was 0.03%. The holding were 5,207 shares as of 2020-12-31.

New Purchase: Unilever PLC (UL)

SRS Capital Advisors, Inc. initiated holding in Unilever PLC. The purchase prices were between $56.83 and $63.44, with an estimated average price of $60.27. The stock is now traded at around $59.209000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,666 shares as of 2020-12-31.

New Purchase: Peloton Interactive Inc (PTON)

SRS Capital Advisors, Inc. initiated holding in Peloton Interactive Inc. The purchase prices were between $100.01 and $162.76, with an estimated average price of $122.47. The stock is now traded at around $147.060000. The impact to a portfolio due to this purchase was 0.02%. The holding were 750 shares as of 2020-12-31.

New Purchase: AutoZone Inc (AZO)

SRS Capital Advisors, Inc. initiated holding in AutoZone Inc. The purchase prices were between $1095.99 and $1204.22, with an estimated average price of $1157.99. The stock is now traded at around $1202.750000. The impact to a portfolio due to this purchase was 0.02%. The holding were 117 shares as of 2020-12-31.

New Purchase: Norwegian Cruise Line Holdings Ltd (NCLH)

SRS Capital Advisors, Inc. initiated holding in Norwegian Cruise Line Holdings Ltd. The purchase prices were between $15.03 and $28.15, with an estimated average price of $21.01. The stock is now traded at around $23.565000. The impact to a portfolio due to this purchase was 0.01%. The holding were 2,079 shares as of 2020-12-31.

New Purchase: Yum China Holdings Inc (YUMC)

SRS Capital Advisors, Inc. initiated holding in Yum China Holdings Inc. The purchase prices were between $52.22 and $60.37, with an estimated average price of $56.27. The stock is now traded at around $57.640000. The impact to a portfolio due to this purchase was 0.01%. The holding were 876 shares as of 2020-12-31.

Added: BTC iShares Russell 1000 Growth ETF (IWF)

SRS Capital Advisors, Inc. added to a holding in BTC iShares Russell 1000 Growth ETF by 913.99%. The purchase prices were between $209.24 and $241.25, with an estimated average price of $227.51. The stock is now traded at around $248.620000. The impact to a portfolio due to this purchase was 4.92%. The holding were 150,516 shares as of 2020-12-31.

Added: BTC iShares Russell Mid-Cap Growth ETF (IWP)

SRS Capital Advisors, Inc. added to a holding in BTC iShares Russell Mid-Cap Growth ETF by 101.46%. The purchase prices were between $86.47 and $104.78, with an estimated average price of $95.22. The stock is now traded at around $106.000300. The impact to a portfolio due to this purchase was 2.87%. The holding were 368,259 shares as of 2020-12-31.

Added: Vanguard Small Cap Growth ETF (VBK)

SRS Capital Advisors, Inc. added to a holding in Vanguard Small Cap Growth ETF by 57.18%. The purchase prices were between $216.78 and $272.28, with an estimated average price of $242.72. The stock is now traded at around $285.345000. The impact to a portfolio due to this purchase was 0.44%. The holding were 30,316 shares as of 2020-12-31.

Added: SPDR Portfolio Short Term Treasury ETF (SPTS)

SRS Capital Advisors, Inc. added to a holding in SPDR Portfolio Short Term Treasury ETF by 53.82%. The purchase prices were between $30.65 and $30.71, with an estimated average price of $30.68. The stock is now traded at around $30.690000. The impact to a portfolio due to this purchase was 0.3%. The holding were 188,187 shares as of 2020-12-31.

Added: Vanguard Short-Term Bond ETF (BSV)

SRS Capital Advisors, Inc. added to a holding in Vanguard Short-Term Bond ETF by 27.32%. The purchase prices were between $82.47 and $82.9, with an estimated average price of $82.66. The stock is now traded at around $82.702400. The impact to a portfolio due to this purchase was 0.23%. The holding were 84,988 shares as of 2020-12-31.

Added: CSIM Schwab U.S. Tips ETF (SCHP)

SRS Capital Advisors, Inc. added to a holding in CSIM Schwab U.S. Tips ETF by 24.67%. The purchase prices were between $60.73 and $62.08, with an estimated average price of $61.43. The stock is now traded at around $62.225000. The impact to a portfolio due to this purchase was 0.11%. The holding were 61,022 shares as of 2020-12-31.

Sold Out: Unilever NV (UN)

SRS Capital Advisors, Inc. sold out a holding in Unilever NV. The sale prices were between $56.56 and $62.57, with an estimated average price of $60.43.

Sold Out: WisdomTree U.S. SmallCap Fund (EES)

SRS Capital Advisors, Inc. sold out a holding in WisdomTree U.S. SmallCap Fund. The sale prices were between $30.57 and $39.1, with an estimated average price of $34.97.

Sold Out: ProShares Short S&P500 (SH)

SRS Capital Advisors, Inc. sold out a holding in ProShares Short S&P500. The sale prices were between $17.97 and $20.76, with an estimated average price of $19.06.

Sold Out: Pioneer Natural Resources Co (PXD)

SRS Capital Advisors, Inc. sold out a holding in Pioneer Natural Resources Co. The sale prices were between $77.34 and $118.79, with an estimated average price of $97.84.

Sold Out: HD Supply Holdings Inc (HDS)

SRS Capital Advisors, Inc. sold out a holding in HD Supply Holdings Inc. The sale prices were between $39.86 and $55.99, with an estimated average price of $49.08.

Sold Out: iShares 1-3 Year Treasury Bond ETF (SHY)

SRS Capital Advisors, Inc. sold out a holding in iShares 1-3 Year Treasury Bond ETF. The sale prices were between $86.32 and $86.46, with an estimated average price of $86.39.



Here is the complete portfolio of SRS Capital Advisors, Inc.. Also check out:

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