RPGK
Retirement Planning Group (Kansas) Portfolio holdings
AUM
$2.35B
This Quarter Return
-3.82%
1 Year Return
+11.41%
3 Year Return
+38.86%
5 Year Return
+59.91%
10 Year Return
+99.18%
AUM
$942M
AUM Growth
+$942M
(-6%)
Cap. Flow
-$21.5M
Cap. Flow
% of AUM
-2.29%
Top 10 Holdings %
Top 10 Hldgs %
75.72%
Holding
170
New
9
Increased
62
Reduced
54
Closed
12
Top Buys
| 1 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
$83M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$3.77M |
| 3 |
Vanguard Information Technology ETF
VGT
|
$1.48M |
| 4 |
Invesco S&P 500 GARP ETF
SPGP
|
$1.36M |
| 5 |
Fidelity High Dividend ETF
FDVV
|
$1.35M |
Top Sells
Sector Composition
| 1 | Technology | 2.17% |
| 2 | Industrials | 0.47% |
| 3 | Financials | 0.33% |
| 4 | Consumer Staples | 0.31% |
| 5 | Healthcare | 0.28% |
