RG

Retirement Group Portfolio holdings

AUM $279M
1-Year Est. Return 22.21%
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1 +$3.13M
2 +$2.21M
3 +$1.47M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.41M
5
BABA icon
Alibaba
BABA
+$1.16M

Top Sells

1 +$5.94M
2 +$1.6M
3 +$1.58M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.48M
5
CVX icon
Chevron
CVX
+$1.45M

Sector Composition

1 Financials 18.12%
2 Energy 8.35%
3 Industrials 3.32%
4 Technology 3.12%
5 Consumer Discretionary 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$8K ﹤0.01%
100
477
$8K ﹤0.01%
140
+31
478
$8K ﹤0.01%
169
479
$8K ﹤0.01%
391
480
$7K ﹤0.01%
183
481
$7K ﹤0.01%
102
482
$7K ﹤0.01%
300
483
$7K ﹤0.01%
62
+1
484
$7K ﹤0.01%
75
485
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22
+4
486
$7K ﹤0.01%
33
487
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27
+2
488
$7K ﹤0.01%
143
489
$7K ﹤0.01%
138
490
$7K ﹤0.01%
190
491
$7K ﹤0.01%
122
492
$6K ﹤0.01%
313
493
$6K ﹤0.01%
71
+1
494
$6K ﹤0.01%
170
495
$6K ﹤0.01%
126
+2
496
$6K ﹤0.01%
17
497
$6K ﹤0.01%
+800
498
$6K ﹤0.01%
100
499
$6K ﹤0.01%
60
500
$6K ﹤0.01%
106