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
$1.99B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$29.5M
3
+$26.4M
4
NFLT icon
Virtus Newfleet Multi-Sector Bond ETF
NFLT
+$24.4M
5
BNDI icon
NEOS Enhanced Income Aggregate Bond ETF
BNDI
+$24.1M

Top Sells

1
+$19M
2
+$16.6M
3
+$4.22M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.91M
5
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$2.83M

Sector Composition

1 Technology 2.54%
2 Consumer Staples 1.95%
3 Financials 0.66%
4 Consumer Discretionary 0.55%
5 Communication Services 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$247K 0.01%
1,002
+149
252
$247K 0.01%
1,831
+3
253
$247K 0.01%
+1,591
254
$240K 0.01%
+4,972
255
$235K 0.01%
452
+6
256
$234K 0.01%
5,672
257
$232K 0.01%
11,822
-225
258
$230K 0.01%
2,475
+58
259
$227K 0.01%
+1,424
260
$223K 0.01%
2,198
+52
261
$219K 0.01%
+1,235
262
$218K 0.01%
+1,887
263
$217K 0.01%
900
+39
264
$216K 0.01%
+5,500
265
$215K 0.01%
+2,321
266
$211K 0.01%
200
267
$210K 0.01%
+2,727
268
$208K 0.01%
977
-2
269
$207K 0.01%
+973
270
$207K 0.01%
+409
271
$204K 0.01%
+10,335
272
$204K 0.01%
6,229
-2,849
273
$202K 0.01%
4,097
+49
274
$202K 0.01%
3,105
+6
275
$201K 0.01%
+602
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