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
$182M
AUM Growth
+$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$1.29M
2 +$1.24M
3 +$1.11M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$973K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$917K

Sector Composition

1 Energy 33.53%
2 Communication Services 2.62%
3 Technology 2.41%
4 Financials 2.24%
5 Real Estate 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,957
77
-4,666
78
-1,966
79
-117,137