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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 $491,011,708
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pacer Fds Tr
 1,072,546 $39,169,368 7.98%
2.
Phillips 66
 PSX 256,327 $31,651,284 6.45%
3.
Conocophillips
 COP 229,588 $24,111,355 4.91%
4.
Palmer Square Funds Trust
 831,662 $16,866,105 3.43%
5.
Alps Etf Trust
 545,393 $14,117,498 2.88%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)