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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 $471,204,816
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pacer Fds Tr
 1,113,419 $42,744,142 9.07%
2.
Phillips 66
 PSX 240,027 $27,346,307 5.8%
3.
Conocophillips
 COP 217,416 $21,561,125 4.57%
4.
Palmer Square Funds Trust
 797,821 $16,072,106 3.41%
5.
J P Morgan Exchange Traded F
 254,602 $15,395,783 3.26%
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)