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Home > Institutional Investor > Advisory Resource Group > Profile

Instuitional Investor - Advisory Resource Group

Fund Profile
Filing Period:
Fund Name: Advisory Resource Group
Portfolio Value $401,105,077
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pacer Fds Tr
 1,186,641 $39,218,474 9.77%
2.
Phillips 66
 PSX 256,844 $34,196,259 8.52%
3.
Conocophillips
 COP 225,762 $26,204,206 6.53%
4.
Alps Etf Trust
 768,619 $19,976,408 4.98%
5.
Ishares Tr
 214,294 $13,194,082 3.28%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)