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Mike Riordan

@Srs Capital Advisors, Inc.

Latest period2024 - Q3ReportedManaged Assets$1.12BTotal holdings2614
Assets growth rate9.19%Assets growth rate (2-Q avg)8.68%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Srs Capital Advisors, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2614 positions.

Assets under management

The assets under management (AUM) of Srs Capital Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.12B in assets, with a quarterly growth rate of 9.19% and a 2-quarter average growth rate of 8.68%. The portfolio is managed by Mike Riordan, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LQDIshares Tr
Recent Activity
Decreased -1.99%
2.38%
$26.56M
235,086 shares@ $112.99 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 0.04%
2.35%
$26.266M
497,361 shares@ $52.81 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 1.3%
2.19%
$24.452M
511,023 shares@ $47.86 avg price
VBVanguard Index Fds
Recent Activity
Increased 0.72%
2.15%
$24.026M
101,283 shares@ $237.22 avg price
IVEIshares Tr
Recent Activity
Decreased -0.87%
2.04%
$22.732M
115,293 shares@ $197.18 avg price
IWOIshares Tr
Recent Activity
Decreased -1.36%
1.99%
$22.275M
78,432 shares@ $284.01 avg price
IWNIshares Tr
Recent Activity
Decreased -1.45%
1.96%
$21.908M
131,328 shares@ $166.82 avg price
IJJIshares Tr
Recent Activity
Decreased -0.05%
1.95%
$21.822M
176,527 shares@ $123.63 avg price
DFICDimensional Etf Trust
Recent Activity
Increased 1.76%
1.94%
$21.622M
768,380 shares@ $28.14 avg price
IWPIshares Tr
Recent Activity
Decreased -9.49%
1.78%
$19.872M
169,425 shares@ $117.3 avg price