FPGK

Financial Partners Group (Kansas) Portfolio holdings

AUM $803M
1-Year Est. Return 15.15%
This Quarter Est. Return
1 Year Est. Return
+15.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$399M
AUM Growth
-$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.45M
3
+$2.48M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$2.08M
5
BUFD icon
FT Vest Fund of Deep Buffer ETFs
BUFD
+$2.03M

Top Sells

1
+$9.6M
2
+$3.07M
3
+$1.56M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.55M
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$1.45M

Sector Composition

1 Technology 6.37%
2 Communication Services 2.3%
3 Consumer Discretionary 2.07%
4 Financials 1.45%
5 Industrials 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$562K 0.14%
3,338
+141
77
$552K 0.14%
5,150
-187
78
$542K 0.14%
4,263
-233
79
$531K 0.13%
12,959
+72
80
$526K 0.13%
4,105
+6
81
$505K 0.13%
7,212
-1,227
82
$495K 0.12%
+5,419
83
$492K 0.12%
8,145
+3
84
$480K 0.12%
11,740
-1,241
85
$472K 0.12%
6,921
+95
86
$468K 0.12%
2,638
-52
87
$466K 0.12%
7,458
+7
88
$453K 0.11%
+12,876
89
$442K 0.11%
10,366
+920
90
$413K 0.1%
7,276
-65
91
$411K 0.1%
1,927
92
$409K 0.1%
1
93
$409K 0.1%
1,261
+2
94
$404K 0.1%
8,187
+594
95
$404K 0.1%
7,699
-734
96
$395K 0.1%
11,365
+3
97
$393K 0.1%
11,939
+59
98
$389K 0.1%
2,687
-19
99
$385K 0.1%
7,592
-270
100
$382K 0.1%
5,461
+6
2 3
4
5 6