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
$220M
AUM Growth
+$2.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Top Buys

1 +$5.16M
2 +$2.43M
3 +$1.95M
4
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$894K
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$840K

Top Sells

1 +$2.52M
2 +$2M
3 +$1.41M
4
QS icon
QuantumScape
QS
+$1.25M
5
CI icon
Cigna
CI
+$760K

Sector Composition

1 Financials 13.62%
2 Technology 6.88%
3 Energy 6.51%
4 Consumer Discretionary 3.46%
5 Industrials 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$7K ﹤0.01%
50
527
$6K ﹤0.01%
433
+193
528
$6K ﹤0.01%
221
+2
529
$6K ﹤0.01%
183
530
$6K ﹤0.01%
17
531
$6K ﹤0.01%
203
532
$6K ﹤0.01%
60
533
$6K ﹤0.01%
+300
534
$6K ﹤0.01%
60
535
$6K ﹤0.01%
59
+1
536
$6K ﹤0.01%
138
537
$6K ﹤0.01%
300
538
$6K ﹤0.01%
42
+1
539
$6K ﹤0.01%
+49
540
$6K ﹤0.01%
18
541
$6K ﹤0.01%
107
542
$6K ﹤0.01%
351
543
$6K ﹤0.01%
374
544
$6K ﹤0.01%
225
545
$6K ﹤0.01%
100
-150
546
$6K ﹤0.01%
83
-8
547
$5K ﹤0.01%
50
548
$5K ﹤0.01%
30
+1
549
$5K ﹤0.01%
8
+5
550
$5K ﹤0.01%
200