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
201
$364K 0.02%
1,392
+193
202
$364K 0.02%
12,473
-1,346
203
$363K 0.02%
2,231
204
$358K 0.02%
3,137
+494
205
$354K 0.02%
+12,215
206
$352K 0.02%
+1,852
207
$348K 0.02%
9,260
-53
208
$336K 0.02%
7,392
209
$336K 0.02%
9,628
-647
210
$334K 0.02%
8,753
211
$333K 0.02%
+3,738
212
$324K 0.02%
+3,325
213
$320K 0.02%
+5,571
214
$319K 0.02%
+647
215
$318K 0.02%
+4,247
216
$317K 0.02%
+4,863
217
$315K 0.02%
14,509
218
$315K 0.02%
2,684
+801
219
$314K 0.02%
6,784
+221
220
$314K 0.02%
8,505
221
$314K 0.02%
+11,612
222
$311K 0.02%
3,546
223
$308K 0.02%
889
224
$308K 0.02%
2,961
+348
225
$306K 0.02%
+346
7 8
9
10 11