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
551
$5K ﹤0.01%
57
552
$5K ﹤0.01%
60
553
$5K ﹤0.01%
32
+1
554
$5K ﹤0.01%
+100
555
$5K ﹤0.01%
+75
556
$5K ﹤0.01%
121
-108
557
$5K ﹤0.01%
110
558
$5K ﹤0.01%
78
559
$5K ﹤0.01%
92
560
$5K ﹤0.01%
106
561
$5K ﹤0.01%
129
562
$5K ﹤0.01%
+88
563
$5K ﹤0.01%
+135
564
$5K ﹤0.01%
75
565
$5K ﹤0.01%
60
566
$5K ﹤0.01%
200
567
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149
-76
568
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105
+5
569
$5K ﹤0.01%
+1,000
570
$5K ﹤0.01%
300
571
$4K ﹤0.01%
150
572
$4K ﹤0.01%
12
+10
573
$4K ﹤0.01%
+48
574
$4K ﹤0.01%
65
575
$4K ﹤0.01%
+399