RPGK

Retirement Planning Group (Kansas) Portfolio holdings

AUM $2.88B
1-Year Est. Return 11.42%
This Quarter Est. Return
1 Year Est. Return
+11.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.84B
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$39.3M
2
+$25.7M
3
+$23.5M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$22.2M
5
NFLT icon
Virtus Newfleet Multi-Sector Bond ETF
NFLT
+$18.9M

Top Sells

1
+$31.9M
2
+$26.6M
3
+$3.87M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.83M
5
XAR icon
State Street SPDR S&P Aerospace & Defense ETF
XAR
+$2.63M

Sector Composition

1 Technology 2.49%
2 Consumer Staples 2.09%
3 Financials 0.65%
4 Consumer Discretionary 0.51%
5 Communication Services 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$306K 0.02%
+9,078
227
$304K 0.02%
7,672
+2,596
228
$303K 0.02%
4,322
-5
229
$295K 0.02%
5,151
+96
230
$294K 0.02%
1,392
-856
231
$294K 0.02%
7,978
232
$293K 0.02%
1,750
233
$289K 0.02%
3,697
234
$286K 0.02%
1,398
235
$279K 0.02%
6,861
-1,389
236
$278K 0.02%
5,306
-187
237
$276K 0.02%
446
238
$273K 0.01%
12,428
-717
239
$272K 0.01%
2,472
-7,729
240
$266K 0.01%
+7,357
241
$261K 0.01%
1,828
+2
242
$258K 0.01%
3,244
-1,010
243
$253K 0.01%
444
244
$251K 0.01%
2,146
245
$251K 0.01%
+1,114
246
$249K 0.01%
+689
247
$246K 0.01%
2,417
+66
248
$239K 0.01%
1,403
+51
249
$231K 0.01%
+853
250
$230K 0.01%
5,672
8 9
10
11 12