RPGK

Retirement Planning Group (Kansas) Portfolio holdings

AUM $2.35B
1-Year Est. Return 11.41%
This Quarter Est. Return
1 Year Est. Return
+11.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$939M
AUM Growth
+$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$6.75M
2 +$5.97M
3 +$3.81M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.54M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$2.45M

Sector Composition

1 Technology 2.02%
2 Industrials 0.52%
3 Financials 0.4%
4 Consumer Staples 0.32%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-39,056
152
-4,200
153
-53
154
-1,185