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RPGK

Retirement Planning Group (Kansas) Portfolio holdings

AUM $3.23B
1-Year Est. Return 15.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.3%
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
+$42.4M
2
+$30M
3
+$26.6M
4
NFLT icon
Virtus Newfleet Multi-Sector Bond ETF
NFLT
+$24.7M
5
BNDI icon
NEOS Enhanced Income Aggregate Bond ETF
BNDI
+$24.5M

Top Sells

1
+$19M
2
+$16.9M
3
+$4.24M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$4.16M
5
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$2.88M

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
51
$3.41M 0.17%
62,278
-3,694
52
$3.35M 0.17%
37,410
53
$3.31M 0.17%
42,536
+3,720
54
$3.23M 0.16%
36,312
-13,081
55
$3.11M 0.16%
39,573
+392
56
$3.08M 0.15%
53,533
+7,052
57
$3.05M 0.15%
6,737
+190
58
$3.02M 0.15%
25,936
+4,248
59
$2.97M 0.15%
32,896
-2,801
60
$2.96M 0.15%
88,697
-1,701
61
$2.91M 0.15%
38,502
-32,117
62
$2.88M 0.14%
37,225
-34,919
63
$2.87M 0.14%
5,762
+22
64
$2.85M 0.14%
44,779
+31
65
$2.75M 0.14%
36,765
-29,393
66
$2.55M 0.13%
13,469
+877
67
$2.5M 0.13%
13,127
+622
68
$2.48M 0.12%
18,003
-28,447
69
$2.42M 0.12%
106,709
-6,341
70
$2.41M 0.12%
26,499
-193
71
$2.37M 0.12%
43,753
-1,762
72
$2.22M 0.11%
38,724
-565
73
$2.2M 0.11%
10,385
+27
74
$2.13M 0.11%
7,614
-3,479
75
$2.11M 0.11%
47,830
+9,457
1 2
3
4 5