FPGK
Financial Partners Group (Kansas) Portfolio holdings
AUM
$723M
1-Year Return
11.67%
This Quarter Return
+3.53%
1 Year Return
+11.67%
3 Year Return
+49.24%
5 Year Return
+80.7%
10 Year Return
–
AUM
$127M
AUM Growth
–
Cap. Flow
+$127M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.78%
Holding
77
New
77
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$10.8M |
| 2 |
iShares Core S&P US Growth ETF
IUSG
|
$6.66M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$5.99M |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
$5.82M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$5.77M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Real Estate | 1.3% |
| 2 | Technology | 1.21% |
| 3 | Financials | 1.01% |
| 4 | Communication Services | 0.78% |
| 5 | Energy | 0.47% |
