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Portfolio Resources Advisor Group, Inc.

Portfolio Manager
Portfolio Resources Advisor Group, Inc.
Performance
-2.19% (2026 Q1)
AUM (13F)
$100.66M
# of Holdings
148
Performance Rank
Allocation (Top 20)
75.43%

Portfolio Resources Advisor Group, Inc. Holdings Map

Top 50 Portfolio Resources Advisor Group, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
8.12%12.5K$8.2M
+47.55%(+4.04K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 8.5K shares2026-Q1: 12.5K shares
$674.53(+7.78%)
2026-03-31
IVW
ISHARES TR
7.53%67.0K$7.6M
+1.54%(+1.01K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 66.0K shares2026-Q1: 67.0K shares
$121.93(+7.81%)
2026-03-31
IVE
ISHARES TR
7.24%34.5K$7.3M
-13.25%(-5.27K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 39.8K shares2026-Q1: 34.5K shares
$209.29(+6.93%)
2026-03-31
IUSB
ISHARES TR
5.69%124.1K$5.7M
+9.09%(+10.33K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 113.7K shares2026-Q1: 124.1K shares
$46.60(-1.23%)
2026-03-31
IEMG
ISHARES INC
5.44%78.5K$5.5M
-12.61%(-11.32K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 89.8K shares2026-Q1: 78.5K shares
$66.57(+20.40%)
2026-03-31
DYNF
BLACKROCK ETF TRUST
5.15%89.2K$5.2M
-15.73%(-16.64K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 105.8K shares2026-Q1: 89.2K shares
$60.01(+7.54%)
2026-03-31
IWB
ISHARES TR
4.63%13.1K$4.7M
-0.12%(-16)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 13.1K shares2026-Q1: 13.1K shares
$369.46(+7.02%)
2026-03-31
EFV
ISHARES TR
4.3%58.2K$4.3M
+1.05%(+604)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 57.6K shares2026-Q1: 58.2K shares
$69.65(+10.59%)
2026-03-31
QUAL
ISHARES TR
2.86%15.0K$2.9M
+1.93%(+284)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 14.7K shares2026-Q1: 15.0K shares
$196.53(+5.58%)
2026-03-31
IEFA
ISHARES TR
2.76%30.7K$2.8M
+21.78%(+5.48K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 25.2K shares2026-Q1: 30.7K shares
$88.67(+7.62%)
2026-03-31

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