Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Resources Investment Advisors Inc.
  City: OVERLAND PARK
  State: KS
  Zip: 66211
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $5,713,747,000
  Total Value Change : $1,096,165,000
  Securities Held Change : 115
   
All Securities Held : 1103
  New Positions : 163
  Closed Positions : 67
  Increased Positions : 522
  Unchanged Positions : 29
  Decreased Positions : 389

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 100     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFLV)1 Year Chart         DFLV Dfa Dimensional Us Large Ca... 58 New $0.00 $21,144,000 781,663 0.37% 21,144,000 781,663 0.869    N/A
   (EMXC)1 Year Chart         EMXC Ishares Msci Emerging Marke... 79 New $0.00 $15,928,000 287,459 0.28% 15,928,000 287,459 0.032    N/A
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... 84 New $0.00 $15,450,000 464,649 0.27% 15,450,000 464,649 0.516    N/A
   (IGEB)1 Year Chart         IGEB Ishares Edge Investment Gra... 90 New $0.00 $14,141,000 312,532 0.25% 14,141,000 312,532 3.473    N/A
   (IXC)1 Year Chart         IXC iShares tr S&P Glbl Energy 98 New $43.25 $12,473,000 318,910 0.22% 12,473,000 318,910 0.354    Closed - End Fund - E...
   (WDTI)1 Year Chart         WDTI Wisdomtree Managed Futures ... 102 New $36.55 $12,086,000 344,624 0.21% 12,086,000 344,624 6.627    Closed - End Fund - E...
   (BTAL)1 Year Chart         BTAL AGFiQ U.S. Market Neutral A... 112 New $19.00 $10,772,000 635,524 0.19% 10,772,000 635,524 0.706    N/A
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 153 New $39.62 $6,932,000 186,233 0.12% 6,932,000 186,233 0.021    N/A
   (DFGR)1 Year Chart         DFGR Dfa Dimensional Global Real... 165 New $0.00 $5,876,000 226,168 0.1% 5,876,000 226,168 0.251    N/A
   (DFAE)1 Year Chart         DFAE Dfa Dimensional Emerging Co... 207 New $0.00 $4,141,000 171,736 0.07% 4,141,000 171,736 0.029    N/A
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... 225 New $53.13 $3,625,000 69,278 0.06% 3,625,000 69,278 0.008    N/A
   (DFEV)1 Year Chart         DFEV Dfa Dimensional Emerging Ma... 395 New $0.00 $1,343,000 53,308 0.02% 1,343,000 53,308 0    N/A
   (DFNM)1 Year Chart         DFNM Dfa Dimensional National Mu... 427 New $0.00 $1,148,000 23,658 0.02% 1,148,000 23,658 0.169    N/A
   (GVI)1 Year Chart         GVI iShares Barclays Interm Gov... 448 New $0.00 $1,089,000 10,398 0.02% 1,089,000 10,398 0.012    Closed - End Fund - E...
   (HUBB)1 Year Chart         HUBB Hubbell Inc 465 New $396.37 $1,032,000 3,138 0.02% 1,032,000 3,138 0    Electronics Wholesale
   (TCAF)1 Year Chart         TCAF T Rowe Price Capital Apprec... 470 New $0.00 $1,021,000 36,969 0.02% 1,021,000 36,969 0.411    N/A
   (SCTXX)1 Year Chart         SCTXX Schwab AMT Tax-Free Money F... New $0.00 $883,000 883,062 0.02% 883,000 883,062 0.098    N/A
   (ICSH)1 Year Chart         ICSH Ishares Ultra Short Term Bo... 530 New $0.00 $854,000 16,952 0.01% 854,000 16,952 0.002    N/A
   (VIOV)1 Year Chart         VIOV Vanguard S&p Small Cap ... 534 New $85.82 $836,000 9,442 0.01% 836,000 9,442 0.141    N/A
   (ESGU)1 Year Chart         ESGU Ishares Msci Usa Esg Optimized 552 New $0.00 $798,000 7,603 0.01% 798,000 7,603 0    N/A
   (GJUL)1 Year Chart         GJUL Ft Vest Us Equity Moderate ... 560 New $0.00 $777,000 24,229 0.01% 777,000 24,229 0.269    N/A
   (DFSI)1 Year Chart         DFSI Dimensional Intl Sustainabi... 572 New $0.00 $738,000 23,027 0.01% 738,000 23,027 0    N/A
   (MUNI)1 Year Chart         MUNI PIMCO Intermediate Municipa... 573 New $52.14 $734,000 13,904 0.01% 734,000 13,904 0.015    Closed - End Fund - Debt
   (DFSU)1 Year Chart         DFSU Dimensional Us Sustainabili... 581 New $0.00 $718,000 23,068 0.01% 718,000 23,068 0.036    N/A
   (KMX)1 Year Chart         KMX CarMax Inc 585 New $70.34 $703,000 9,156 0.01% 703,000 9,156 0.005    Auto Dealerships
   (HYDB)1 Year Chart         HYDB Ishares Edge High Yield Def... 610 New $0.00 $662,000 14,328 0.01% 662,000 14,328 0.281    N/A
   (APO)1 Year Chart         APO Apollo Global Management LLC 631 New $113.32 $622,000 6,674 0.01% 622,000 6,674 0.001    Diversified Investments
   (CCOI)1 Year Chart         CCOI Cogent Communications Group... 642 New $63.40 $603,000 7,922 0.01% 603,000 7,922 0.059    Internet Service Prov...
   (EWU)1 Year Chart         EWU iShares United Kingdom Index 645 New $35.76 $602,000 18,210 0.01% 602,000 18,210 0    Closed - End Fund - E...
   (WST)1 Year Chart         WST West Pharmaceutical Service... 666 New $366.66 $563,000 1,600 0.01% 563,000 1,600 0.002    Rubber & Plastics
   (SLYV)1 Year Chart         SLYV streetTRACKS Dow Jones US S... 678 New $80.53 $546,000 6,555 0.01% 546,000 6,555 0.016    Closed - End Fund - E...
   (SDVY)1 Year Chart         SDVY First Trust Smid Cap Rising... 707 New $0.00 $503,000 15,345 0.01% 503,000 15,345 0.017    N/A
   (EXPE)1 Year Chart         EXPE Expedia Inc 708 New $111.54 $502,000 3,307 0.01% 502,000 3,307 0.002    Internet Service Prov...
   (IT)1 Year Chart         IT Gartner Inc 710 New $434.27 $497,000 1,101 0.01% 497,000 1,101 0.027    Management Services
   (VOX)1 Year Chart         VOX Vanguard Telecom Services ETF 723 New $132.15 $482,000 4,098 0.01% 482,000 4,098 0    Closed - End Fund - E...
   (COF)1 Year Chart         COF Capital One Financial Corp 725 New $142.83 $481,000 3,667 0.01% 481,000 3,667 0.002    Credit Services
   (AGGY)1 Year Chart         AGGY Wisdomtree Trust 729 New $0.00 $478,000 10,850 0.01% 478,000 10,850 0    N/A
   (DFIV)1 Year Chart         DFIV Dimensional International V... 734 New $37.01 $471,000 13,707 0.01% 471,000 13,707 0.002    N/A
   (DFSE)1 Year Chart         DFSE Dimensional Emg Mkts Sustai... 742 New $0.00 $462,000 14,602 0.01% 462,000 14,602 0.356    N/A
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 745 New $60.90 $459,000 7,694 0.01% 459,000 7,694 0.009    N/A
   (FE)1 Year Chart         FE FirstEnergy Corp 747 New $39.24 $457,000 12,467 0.01% 457,000 12,467 0.002    Electric Utilities
   (CHKP)1 Year Chart         CHKP Check Point Software Techno... 753 New $154.93 $450,000 2,947 0.01% 450,000 2,947 0.002    Security Software & S...
   (AESI)1 Year Chart         AESI Atlas Energy Solutions Inc. 758 New $0.00 $443,000 25,715 0.01% 443,000 25,715 0    N/A
   (SNE)1 Year Chart         SNE Sony Corporation (ADR) 767 New $84.84 $435,000 4,598 0.01% 435,000 4,598 0    Electronic Equipment
   (DELL)1 Year Chart         DELL Dell Technologies Inc 776 New $131.61 $417,000 5,454 0.01% 417,000 5,454 0    N/A
   (VMC)1 Year Chart         VMC Vulcan Materials Co 781 New $267.93 $413,000 1,818 0.01% 413,000 1,818 0.001    General Building Mate...
   (AES)1 Year Chart         AES AES Corporation 783 New $19.37 $412,000 21,403 0.01% 412,000 21,403 0    Electric Utilities
   (GDEC)1 Year Chart         GDEC Ft Vest Us Equity Moderate ... 785 New $0.00 $411,000 13,566 0.01% 411,000 13,566 0.151    N/A
   (DTE)1 Year Chart         DTE DTE Energy Co 791 New $114.73 $408,000 3,697 0.01% 408,000 3,697 0.096    Electric Utilities
   (SMMD)1 Year Chart         SMMD Ishares Russell 2500 Etf 793 New $0.00 $408,000 6,621 0.01% 408,000 6,621 0.064    N/A
   (PYLD)1 Year Chart         PYLD Pimco Multisector Bond Acti... 797 New $25.51 $405,000 15,780 0.01% 405,000 15,780 0.175    N/A
   (PCG)1 Year Chart         PCG PG&E Corp 800 New $17.84 $400,000 22,177 0.01% 400,000 22,177 0    Multi Utilities
   (AVB)1 Year Chart         AVB AvalonBay Communities 808 New $194.90 $395,000 2,111 0.01% 395,000 2,111 0    REIT - Housing/Apartm...
   (UL)1 Year Chart         UL Unilever Plc (ADR) 816 New $52.69 $383,000 7,906 0.01% 383,000 7,906 0.326    Food - Major Diversified
   (KKR)1 Year Chart         KKR KKR Financial Holdings LLC 821 New $99.67 $382,000 4,615 0.01% 382,000 4,615 0.003    Asset Management
   (EWZ)1 Year Chart         EWZ iShares MSCI-Brazil 825 New $32.40 $379,000 10,835 0.01% 379,000 10,835 0    Closed - End Fund - E...
   (SAP)1 Year Chart         SAP SAP AG (ADR) 828 New $190.31 $377,000 2,437 0.01% 377,000 2,437 0.002    Application Software
   (VRSK)1 Year Chart         VRSK Verisk Analytics, Inc. 831 New $244.57 $373,000 1,562 0.01% 373,000 1,562 0.001    Business Services
   (BBJP)1 Year Chart         BBJP Jpmorgan Betabuilders Japan... 833 New $0.00 $371,000 7,065 0.01% 371,000 7,065 0.002    N/A
   (ABX)1 Year Chart         ABX Barrick Gold Corp (USA) 842 New $16.72 $364,000 20,103 0.01% 364,000 20,103 0    Gold
   (INGR)1 Year Chart         INGR Ingredion Incorporated 845 New $118.45 $357,000 3,286 0.01% 357,000 3,286 0.005    Processed & Packaged ...
   (EBAY)1 Year Chart         EBAY eBay Inc 847 New $49.69 $355,000 8,128 0.01% 355,000 8,128 0.001    Internet Software & S...
   (VTES)1 Year Chart         VTES Vanguard Short-term Tax-exe... 854 New $0.00 $350,000 3,452 0.01% 350,000 3,452 0    N/A
   (TDC)1 Year Chart         TDC Teradata Corp /de/ 858 New $32.70 $348,000 7,988 0.01% 348,000 7,988 0    Data Storage Devices
   (FSIG)1 Year Chart         FSIG First Trust Limited Duratio... 864 New $0.00 $342,000 18,020 0.01% 342,000 18,020 0    N/A
   (CSGP)1 Year Chart         CSGP CoStar Group Inc 870 New $90.32 $335,000 3,829 0.01% 335,000 3,829 0.001    Business Software & S...
   (BSVO)1 Year Chart         BSVO Ea Bridgeway Omni Small Cap... 875 New $0.00 $328,000 15,619 0.01% 328,000 15,619 0.035    N/A
   (IGHG)1 Year Chart         IGHG PROSHARES INVESTMENT GRADE ... 876 New $0.00 $327,000 4,341 0.01% 327,000 4,341 0.035    N/A
   (SNY)1 Year Chart         SNY Sanofi Aventis (ADR) 881 New $50.10 $321,000 6,462 0.01% 321,000 6,462 0    Drug Manufacturers - ...
   (LUV)1 Year Chart         LUV Southwest Airlines Co 883 New $27.18 $319,000 11,044 0.01% 319,000 11,044 0.002    Regional Airlines
   (TMSL)1 Year Chart         TMSL T Rowe Price Small-mid Cap Etf 884 New $0.00 $318,000 11,374 0.01% 318,000 11,374 0.126    N/A
   (HEI)1 Year Chart         HEI Heico Corp 886 New $209.48 $316,000 1,766 0.01% 316,000 1,766 0.003    Aerospace/Defense Pro...
   (ALLE)1 Year Chart         ALLE Allegion Plc 891 New $124.13 $312,000 2,465 0.01% 312,000 2,465 0    N/A
   (CLYH)1 Year Chart         CLYH Ishares Interest Rate Hedge... 892 New $0.00 $311,000 12,848 0.01% 311,000 12,848 0.012    N/A
   (CRL)1 Year Chart         CRL Charles River Laboratories ... 894 New $235.29 $311,000 1,316 0.01% 311,000 1,316 0    Biotechnology
   (BN)1 Year Chart         BN BROOKFIELD Corp 893 New $43.99 $311,000 7,762 0.01% 311,000 7,762 0    N/A
   (ALC)1 Year Chart         ALC Alcon Inc 895 New $80.35 $310,000 3,964 0.01% 310,000 3,964 0.001    Medical Instruments &...
   (LNT)1 Year Chart         LNT Alliant Energy Corp 896 New $51.21 $309,000 6,021 0.01% 309,000 6,021 0.002    Multi Utilities
   (FTCB)1 Year Chart         FTCB First Trust Core Investment... 897 New $0.00 $308,000 14,535 0.01% 308,000 14,535 0.207    N/A
   (MCHI)1 Year Chart         MCHI Ishares Msci China Index Fund 899 New $43.94 $307,000 7,531 0.01% 307,000 7,531 0.009    N/A
   (URI)1 Year Chart         URI United Rentals Inc 901 New $677.84 $302,000 526 0.01% 302,000 526 0    Rental & Leasing Serv...
   (ING)1 Year Chart         ING ING Groep N.V. (ADR) 902 New $17.32 $301,000 20,022 0.01% 301,000 20,022 0.001    Life & Health Insurance
   (IWY)1 Year Chart         IWY iShares Trust 905 New $195.21 $298,000 1,698 0.01% 298,000 1,698 0    N/A
   (FRPT)1 Year Chart         FRPT Freshpet, Inc. 907 New $119.21 $297,000 3,428 0.01% 297,000 3,428 0    N/A
   (LEN)1 Year Chart         LEN Lennar Corp 909 New $158.47 $296,000 1,986 0.01% 296,000 1,986 0    Residential Construct...
   (VLTO)1 Year Chart         VLTO Veralto Corp 911 New $96.73 $296,000 3,596 0.01% 296,000 3,596 0    N/A
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 913 New $237.29 $293,000 1,341 0.01% 293,000 1,341 0.001    Closed - End Fund - E...
   (MPWR)1 Year Chart         MPWR Monolithic Power Systems Inc 914 New $713.37 $290,000 460 0.01% 290,000 460 0.013    Semiconductor - Speci...
   (BUD)1 Year Chart         BUD Anheuser-Busch InBev SA 917 New $62.99 $290,000 4,488 0.01% 290,000 4,488 0    Beverage - Brewers
   (DV)1 Year Chart         DV Doubleverify Holdings, Inc. 918 New $18.78 $289,000 7,867 0.01% 289,000 7,867 0.005    N/A
   (YDEC)1 Year Chart         YDEC Ft Cboe Vest International ... 919 New $0.00 $288,000 12,681 0.01% 288,000 12,681 0.141    N/A
   (EMLC)1 Year Chart         EMLC Vaneck Vectors Jp Morgan Em... 921 New $24.23 $286,000 11,285 0.01% 286,000 11,285 0    Closed - End Fund - E...
   (ALGN)1 Year Chart         ALGN Align Technology Inc 926 New $273.65 $284,000 1,036 0% 284,000 1,036 0    Medical Appliances & ...
   (XISE)1 Year Chart         XISE Ft Vest Us Eqty Buff & Prem... 930 New $0.00 $282,000 9,173 0% 282,000 9,173 0.102    N/A
   (BL)1 Year Chart         BL Blackline, Inc. 933 New $59.51 $281,000 4,503 0% 281,000 4,503 0    N/A
   (DT)1 Year Chart         DT Dynatrace, Inc. 936 New $0.00 $279,000 5,100 0% 279,000 5,100 0    N/A
   (DKS)1 Year Chart         DKS Dicks Sporting Goods Inc 938 New $196.15 $277,000 1,884 0% 277,000 1,884 0.002    Sporting Goods Stores
   (IYR)1 Year Chart         IYR iShares Dow Jones US Real E... 945 New $84.77 $271,000 2,965 0% 271,000 2,965 0    Closed - End Fund - E...
   (LYB)1 Year Chart         LYB LyondellBasell Industries N.V. 946 New $102.18 $270,000 2,836 0% 270,000 2,836 0.001    Specialty Chemicals
   (FNOV)1 Year Chart         FNOV Ft Cboe Vest Us Equity Buff... 947 New $0.00 $269,000 6,335 0% 269,000 6,335 0.07    N/A

      100 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results