test

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
VTVVanguard Index Fds
Recent Activity
Increased 3.63%
3.51%
$39.302M
225,134 shares@ $174.58 avg price
IGSBIshares Tr
Recent Activity
Decreased -2.58%
3.51%
$39.236M
745,080 shares@ $52.66 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 16.77%
3.36%
$37.566M
700,465 shares@ $53.64 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -4.31%
3.36%
$37.542M
97,783 shares@ $383.93 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -7.03%
3.12%
$34.83M
71,363 shares@ $488.07 avg price
AGGIshares Tr
Recent Activity
Increased 626.13%
2.96%
$33.086M
326,707 shares@ $101.28 avg price
DFCFDimensional Etf Trust
Recent Activity
Increased 1.64%
2.59%
$28.958M
670,490 shares@ $43.19 avg price
VOVanguard Index Fds
Recent Activity
Decreased -0.4%
2.56%
$28.613M
108,452 shares@ $263.84 avg price
FPEFirst Tr Exch Traded Fd Iii
Recent Activity
Increased 4.08%
2.48%
$27.729M
1.532M shares@ $18.1 avg price
SCHGSchwab Strategic Tr
Recent Activity
Decreased -2.62%
2.41%
$26.907M
258,277 shares@ $104.19 avg price