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Financial Partners Group, Inc Buys iShares U.S. Medical Devices ETF, Invesco DB Commodity Index Tracking Fund, VanEck Vectors Semiconductor ETF, Sells Cambria Shareholder Yield ETF, iShares Russell 2000 Growth ETF, Novavax Inc

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Nov 05, 2021
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Investment company Financial Partners Group, Inc (Current Portfolio) buys iShares U.S. Medical Devices ETF, Invesco DB Commodity Index Tracking Fund, VanEck Vectors Semiconductor ETF, Consumer Staples Select Sector SPDR, PowerShares QQQ Trust Ser 1, sells Cambria Shareholder Yield ETF, iShares Russell 2000 Growth ETF, Novavax Inc, Fidelity Low Duration Bond Factor ETF, OneMain Holdings Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Financial Partners Group, Inc. As of 2021Q3, Financial Partners Group, Inc owns 153 stocks with a total value of $419 million. These are the details of the buys and sells.

For the details of Financial Partners Group, Inc's stock buys and sells, go to https://www.gurufocus.com/guru/financial+partners+group%2C+inc/current-portfolio/portfolio

These are the top 5 holdings of Financial Partners Group, Inc
  1. iShares Core S&P 500 ETF (IVV) - 88,587 shares, 9.12% of the total portfolio. Shares added by 5.16%
  2. iShares Core S&P Total U.S. Stock Market ETF (ITOT) - 356,128 shares, 8.37% of the total portfolio. Shares added by 3.37%
  3. First Trust NASDAQ Rising Dividend Achievers ETF (RDVY) - 419,626 shares, 4.76% of the total portfolio. Shares added by 7.58%
  4. BTC iShares Core MSCI EAFE ETF (IEFA) - 241,194 shares, 4.28% of the total portfolio. Shares reduced by 0.3%
  5. Apple Inc (AAPL) - 104,902 shares, 3.55% of the total portfolio. Shares added by 1.03%
New Purchase: Invesco DB Commodity Index Tracking Fund (DBC)

Financial Partners Group, Inc initiated holding in Invesco DB Commodity Index Tracking Fund. The purchase prices were between $17.9 and $20.19, with an estimated average price of $19.2. The stock is now traded at around $21.190000. The impact to a portfolio due to this purchase was 2.28%. The holding were 472,345 shares as of 2021-09-30.

New Purchase: VanEck Vectors Semiconductor ETF (SMH)

Financial Partners Group, Inc initiated holding in VanEck Vectors Semiconductor ETF. The purchase prices were between $246.8 and $275.86, with an estimated average price of $263.43. The stock is now traded at around $299.530000. The impact to a portfolio due to this purchase was 1.25%. The holding were 20,474 shares as of 2021-09-30.

New Purchase: Consumer Staples Select Sector SPDR (XLP)

Financial Partners Group, Inc initiated holding in Consumer Staples Select Sector SPDR. The purchase prices were between $68.84 and $72.52, with an estimated average price of $70.9. The stock is now traded at around $72.809100. The impact to a portfolio due to this purchase was 1.24%. The holding were 75,127 shares as of 2021-09-30.

New Purchase: DocuSign Inc (DOCU)

Financial Partners Group, Inc initiated holding in DocuSign Inc. The purchase prices were between $256.89 and $310.05, with an estimated average price of $288.31. The stock is now traded at around $269.250000. The impact to a portfolio due to this purchase was 0.16%. The holding were 2,640 shares as of 2021-09-30.

New Purchase: iShares TIPS Bond ETF (TIP)

Financial Partners Group, Inc initiated holding in iShares TIPS Bond ETF. The purchase prices were between $125.24 and $129.06, with an estimated average price of $127.65. The stock is now traded at around $129.710000. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,787 shares as of 2021-09-30.

New Purchase: Invesco S&P SmallCap Value with Momentum ETF (XSVM)

Financial Partners Group, Inc initiated holding in Invesco S&P SmallCap Value with Momentum ETF. The purchase prices were between $46.5 and $51.75, with an estimated average price of $49.67. The stock is now traded at around $56.571500. The impact to a portfolio due to this purchase was 0.06%. The holding were 5,244 shares as of 2021-09-30.

Added: iShares U.S. Medical Devices ETF (IHI)

Financial Partners Group, Inc added to a holding in iShares U.S. Medical Devices ETF by 514.87%. The purchase prices were between $60.38 and $67.12, with an estimated average price of $63.77. The stock is now traded at around $64.440000. The impact to a portfolio due to this purchase was 2.87%. The holding were 228,695 shares as of 2021-09-30.

Added: PowerShares QQQ Trust Ser 1 (QQQ)

Financial Partners Group, Inc added to a holding in PowerShares QQQ Trust Ser 1 by 60.84%. The purchase prices were between $354.18 and $381.69, with an estimated average price of $367.93. The stock is now traded at around $400.410000. The impact to a portfolio due to this purchase was 0.75%. The holding were 22,995 shares as of 2021-09-30.

Added: SelectQuote Inc (SLQT)

Financial Partners Group, Inc added to a holding in SelectQuote Inc by 304.57%. The purchase prices were between $7.89 and $19.75, with an estimated average price of $15.07. The stock is now traded at around $10.355000. The impact to a portfolio due to this purchase was 0.27%. The holding were 117,698 shares as of 2021-09-30.

Added: iShares Core S&P Small-Cap ETF (IJR)

Financial Partners Group, Inc added to a holding in iShares Core S&P Small-Cap ETF by 58.66%. The purchase prices were between $104.15 and $113.18, with an estimated average price of $109.65. The stock is now traded at around $120.510000. The impact to a portfolio due to this purchase was 0.08%. The holding were 8,285 shares as of 2021-09-30.

Added: iShares S&P Mid-Cap 400 Value ETF (IJJ)

Financial Partners Group, Inc added to a holding in iShares S&P Mid-Cap 400 Value ETF by 40.26%. The purchase prices were between $99.31 and $107.86, with an estimated average price of $104.56. The stock is now traded at around $113.210000. The impact to a portfolio due to this purchase was 0.06%. The holding were 8,427 shares as of 2021-09-30.

Added: BTC iShares MSCI USA Quality Factor ETF (QUAL)

Financial Partners Group, Inc added to a holding in BTC iShares MSCI USA Quality Factor ETF by 57.20%. The purchase prices were between $131.73 and $141.35, with an estimated average price of $137.12. The stock is now traded at around $145.140000. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,834 shares as of 2021-09-30.

Sold Out: iShares Russell 2000 Growth ETF (IWO)

Financial Partners Group, Inc sold out a holding in iShares Russell 2000 Growth ETF. The sale prices were between $284.12 and $313.75, with an estimated average price of $300.15.

Sold Out: Novavax Inc (NVAX)

Financial Partners Group, Inc sold out a holding in Novavax Inc. The sale prices were between $177.8 and $270.58, with an estimated average price of $220.82.

Sold Out: OneMain Holdings Inc (OMF)

Financial Partners Group, Inc sold out a holding in OneMain Holdings Inc. The sale prices were between $54.64 and $61.74, with an estimated average price of $58.16.

Sold Out: Vanguard Total Bond Market ETF (BND)

Financial Partners Group, Inc sold out a holding in Vanguard Total Bond Market ETF. The sale prices were between $85.32 and $86.58, with an estimated average price of $86.06.

Sold Out: Southwest Airlines Co (LUV)

Financial Partners Group, Inc sold out a holding in Southwest Airlines Co. The sale prices were between $47.36 and $53.86, with an estimated average price of $50.53.

Sold Out: Barrick Gold Corp (GOLD)

Financial Partners Group, Inc sold out a holding in Barrick Gold Corp. The sale prices were between $17.58 and $21.81, with an estimated average price of $20.09.



Here is the complete portfolio of Financial Partners Group, Inc. Also check out:

1. Financial Partners Group, Inc's Undervalued Stocks
2. Financial Partners Group, Inc's Top Growth Companies, and
3. Financial Partners Group, Inc's High Yield stocks
4. Stocks that Financial Partners Group, Inc keeps buying
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