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
$217M
AUM Growth
+$9.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
733
New
Increased
Reduced
Closed

Top Buys

1 +$5.73M
2 +$1.58M
3 +$1.19M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.08M
5
INTC icon
Intel
INTC
+$692K

Sector Composition

1 Financials 15.79%
2 Energy 8.24%
3 Industrials 3.46%
4 Technology 2.86%
5 Consumer Discretionary 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$1K ﹤0.01%
22
552
$1K ﹤0.01%
13
553
$1K ﹤0.01%
22
554
$1K ﹤0.01%
6
555
$1K ﹤0.01%
37
556
$1K ﹤0.01%
65
557
$1K ﹤0.01%
19
558
$1K ﹤0.01%
14
559
$1K ﹤0.01%
+20
560
$1K ﹤0.01%
11
561
$1K ﹤0.01%
20
562
$1K ﹤0.01%
38
563
$1K ﹤0.01%
131
564
$1K ﹤0.01%
+9
565
$1K ﹤0.01%
15
566
$1K ﹤0.01%
9
567
$1K ﹤0.01%
12
568
$1K ﹤0.01%
25
569
$1K ﹤0.01%
6
570
$1K ﹤0.01%
21
571
$1K ﹤0.01%
+4
572
$1K ﹤0.01%
14
573
$1K ﹤0.01%
290
574
$1K ﹤0.01%
166
575
$1K ﹤0.01%
25