ARG

Advisory Resource Group Portfolio holdings

AUM $520M
1-Year Est. Return 8.34%
This Quarter Est. Return
1 Year Est. Return
+8.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$6.17M
2 +$5.87M
3 +$2.04M
4
UNH icon
UnitedHealth
UNH
+$1.09M
5
FITB icon
Fifth Third Bancorp
FITB
+$1.08M

Top Sells

1 +$5.32M
2 +$4.24M
3 +$2.13M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.65M
5
LRCX icon
Lam Research
LRCX
+$872K

Sector Composition

1 Energy 32.64%
2 Healthcare 2.34%
3 Communication Services 2.19%
4 Real Estate 2.19%
5 Financials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-19,243
77
-64,050
78
-7,415
79
-9,446