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RETIREMENT INVESTMENT ADVISORS, INC.

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OKLAHOMA CITY OK Investment Advisor
13F Summary
Retirement Investment Advisors is based out of Oklahoma City. Retirement Investment Advisors is a large advisory firm with 1324 clients and discretionary assets under management (AUM) of $927,763,966 (Form ADV from 2023-11-15). Their last reported 13F filing for Q4 2023 included $698,566,112 in managed 13F securities and a top 10 holdings concentration of 91.79%. Retirement Investment Advisors's largest holding is VANGUARD VALUE INDEX FUND-ETF Shares with shares held of 959,418. Whalewisdom has at least 5 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $0.70b, Prior: $1.10b
New Purchases 7 stocks
Added To 5 stocks
Sold out of 14 stocks
Reduced holdings in 38 stocks
Top 10 Holdings % 91.79%
Turnover %[1] 41.18%
Turnover Alt %[2] 1.64%
Time Held Top 20 3.5 quarters
Time Held Top 10 3.4 quarters
Time Held All 3.41 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance