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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 $568,601,514
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pacer Fds Tr
 985,157 $41,849,483 7.36%
2.
Phillips 66
 PSX 238,287 $30,748,532 5.41%
3.
Janus Detroit Str Tr
 487,299 $25,368,786 4.46%
4.
Palmer Square Funds Trust
 1,108,459 $22,860,637 4.02%
5.
Conocophillips
 COP 239,170 $22,388,743 3.94%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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