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
$178M
AUM Growth
-$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Sells

1 +$11.9M
2 +$6.28M
3 +$5.84M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.14M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$4.17M

Sector Composition

1 Energy 37.54%
2 Technology 2.94%
3 Financials 2.46%
4 Healthcare 2.34%
5 Real Estate 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-54,917
77
-558
78
-39,788
79
-34,808