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
651
$1K ﹤0.01%
14
652
$1K ﹤0.01%
11
653
$1K ﹤0.01%
20
654
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38
655
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9
656
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12
657
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25
658
$1K ﹤0.01%
6
659
$1K ﹤0.01%
21
660
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34
661
$1K ﹤0.01%
14
662
$1K ﹤0.01%
290
663
$1K ﹤0.01%
1
664
$1K ﹤0.01%
166
665
$1K ﹤0.01%
25
666
$1K ﹤0.01%
6
667
$1K ﹤0.01%
34
668
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10
669
$1K ﹤0.01%
31
670
$1K ﹤0.01%
13
+3
671
$1K ﹤0.01%
30
672
$1K ﹤0.01%
8
673
$1K ﹤0.01%
210
674
$1K ﹤0.01%
27
675
$1K ﹤0.01%
+180