ARG
Advisory Resource Group Portfolio holdings
AUM
$520M
This Quarter Return
+6.16%
1 Year Return
+8.34%
3 Year Return
+45.03%
5 Year Return
+85.4%
10 Year Return
–
AUM
$250M
AUM Growth
+$250M
(+17%)
Cap. Flow
+$23.4M
Cap. Flow
% of AUM
9.37%
Top 10 Holdings %
Top 10 Hldgs %
47.93%
Holding
143
New
29
Increased
65
Reduced
29
Closed
10
Top Buys
| 1 |
Xtrackers S&P 500 ESG ETF
SNPE
|
$6.67M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$6.26M |
| 3 |
Global X US Preferred ETF
PFFD
|
$6.1M |
| 4 |
PGIM Active Aggregate Bond ETF
PAB
|
$6.04M |
| 5 |
PGIM Active High Yield Bond ETF
PHYL
|
$4.06M |
Top Sells
Sector Composition
| 1 | Energy | 23.69% |
| 2 | Technology | 7.41% |
| 3 | Healthcare | 4.12% |
| 4 | Industrials | 2.66% |
| 5 | Financials | 2.49% |
