ARG
Advisory Resource Group Portfolio holdings
AUM
$520M
This Quarter Return
+0.01%
1 Year Return
+8.34%
3 Year Return
+45.03%
5 Year Return
+85.4%
10 Year Return
–
AUM
$491M
AUM Growth
+$491M
(+4.2%)
Cap. Flow
+$22.4M
Cap. Flow
% of AUM
4.57%
Top 10 Holdings %
Top 10 Hldgs %
37.43%
Holding
167
New
9
Increased
96
Reduced
46
Closed
5
Top Buys
| 1 |
Valero Energy
VLO
|
$5.2M |
| 2 |
UnitedHealth
UNH
|
$4.92M |
| 3 |
Vanguard Russell 1000 Growth ETF
VONG
|
$4.18M |
| 4 |
PGIM Active High Yield Bond ETF
PHYL
|
$4.03M |
| 5 |
PATN
Pacer Nasdaq International Patent Leaders ETF
PATN
|
$3.86M |
Top Sells
Sector Composition
| 1 | Energy | 14.25% |
| 2 | Technology | 8.27% |
| 3 | Financials | 5.98% |
| 4 | Industrials | 5.03% |
| 5 | Healthcare | 2.24% |
