DFG
Demars Financial Group Portfolio holdings
AUM
$260M
This Quarter Return
-1.88%
1 Year Return
+11.58%
3 Year Return
+34.59%
5 Year Return
+66.02%
10 Year Return
–
AUM
$199M
AUM Growth
+$199M
(+5.2%)
Cap. Flow
+$15.3M
Cap. Flow
% of AUM
7.71%
Top 10 Holdings %
Top 10 Hldgs %
47.59%
Holding
98
New
10
Increased
36
Reduced
37
Closed
11
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$11.9M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$5.77M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$5.69M |
| 4 |
Fidelity MSCI Consumer Staples Index ETF
FSTA
|
$3.22M |
| 5 |
VanEck IG Floating Rate ETF
FLTR
|
$2.64M |
Top Sells
Sector Composition
| 1 | Technology | 10.21% |
| 2 | Real Estate | 9.92% |
| 3 | Energy | 7.56% |
| 4 | Healthcare | 6.74% |
| 5 | Financials | 4.86% |
