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
726
-1,281
727
$0 ﹤0.01%
+18
728
$0 ﹤0.01%
3
729
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1
730
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731
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6
732
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733
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734
$0 ﹤0.01%
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735
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736
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+5
737
$0 ﹤0.01%
4
738
$0 ﹤0.01%
15
739
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740
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741
-104,941
742
$0 ﹤0.01%
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743
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744
$0 ﹤0.01%
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745
$0 ﹤0.01%
22
746
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747
$0 ﹤0.01%
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748
$0 ﹤0.01%
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749
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+2
750
$0 ﹤0.01%
+1