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
$648M
AUM Growth
-$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.06M
3
+$7.52M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$4.67M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$1.94M

Top Sells

1
+$16.4M
2
+$11M
3
+$7.47M
4
FLQM icon
Franklin US Mid Cap Multifactor Index ETF
FLQM
+$7.11M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$6.46M

Sector Composition

1 Technology 7.31%
2 Communication Services 2.42%
3 Consumer Discretionary 2.29%
4 Financials 1.22%
5 Industrials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$281K 0.04%
3,907
-47
152
$269K 0.04%
1,675
-231
153
$267K 0.04%
6,958
154
$264K 0.04%
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155
$264K 0.04%
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156
$257K 0.04%
891
+40
157
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266
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158
$250K 0.04%
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159
$248K 0.04%
4,988
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160
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161
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162
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163
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2,982
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166
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167
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169
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171
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+10,680
172
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173
$229K 0.04%
866
-53
174
$227K 0.04%
+3,857
175
$227K 0.04%
2,285
-92
4 5 6
7
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