ARG
Advisory Resource Group Portfolio holdings
AUM
$557M
1-Year Est. Return
10.04%
1 Year Est. Return
+10.04%
AUM
$520M
AUM Growth
+$29.4M
(+6%)
Holding
179
Top Buys
| 1 | +$7.65M | |
| 2 | +$5.87M | |
| 3 | +$5.15M | |
| 4 |
Fidelity Enhanced International ETF
FENI
|
+$4.36M |
| 5 |
SHYM
iShares Short Duration High Yield Muni Active ETF
SHYM
|
+$3.09M |
Top Sells
| 1 | +$6.18M | |
| 2 | +$5.15M | |
| 3 | +$4.45M | |
| 4 |
iShares Currency Hedged MSCI ACWI ex US ETF
HAWX
|
+$3.95M |
| 5 |
AB High Yield ETF
HYFI
|
+$3.57M |
Sector Composition
| 1 | Energy | 12.68% |
| 2 | Technology | 9.24% |
| 3 | Financials | 6.43% |
| 4 | Industrials | 5.18% |
| 5 | Healthcare | 2.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
iShares Core Universal USD Bond ETF
IUSB
$33.3B
| – | – |
-134,103
|
|
||
177
Xtrackers Municipal Infrastructure Revenue Bond ETF
RVNU
$135M
| – | – |
-89,443
|
|
||
178
iShares Russell 2500 ETF
SMMD
$1.68B
| – | – |
-33,624
|
|
||
179
UnitedHealth
UNH
$292B
| – | – |
-9,840
|
|