ARG
Advisory Resource Group Portfolio holdings
AUM
$557M
1-Year Est. Return
10.04%
1 Year Est. Return
+10.04%
AUM
$557M
AUM Growth
+$37.1M
(+7.1%)
Holding
180
Top Buys
| 1 | +$10.3M | |
| 2 | +$7.63M | |
| 3 | +$6.21M | |
| 4 |
AB High Yield ETF
HYFI
|
+$4.6M |
| 5 |
PATN
Pacer Nasdaq International Patent Leaders ETF
PATN
|
+$4.32M |
Top Sells
| 1 | +$10.1M | |
| 2 | +$9.52M | |
| 3 | +$4.52M | |
| 4 |
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
|
+$2.74M |
| 5 |
Phillips 66
PSX
|
+$2.64M |
Sector Composition
| 1 | Energy | 12.56% |
| 2 | Technology | 9.41% |
| 3 | Financials | 6.48% |
| 4 | Industrials | 5.25% |
| 5 | Consumer Discretionary | 2.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Moody's
MCO
$87B
| – | – |
-400
|
|
||
177
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$332M
| – | – |
-198,105
|
|
||
178
Rio Tinto
RIO
$118B
| – | – |
-18,471
|
|
||
179
Trade Desk
TTD
$19.3B
| – | – |
-16,591
|
|
||
180
Virtus WMC International Dividend ETF
VWID
$13.9M
| – | – |
-75,702
|
|