RETIREMENT PLANNING GROUP, LLC / NY
RETIREMENT PLANNING GROUP, LLC / NY runs RETIREMENT PLANNING GROUP, LLC / NY and currently holds 92 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $155.19M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. RETIREMENT PLANNING GROUP, LLC / NY ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, RETIREMENT PLANNING GROUP, LLC / NY's portfolio at RETIREMENT PLANNING GROUP, LLC / NY has delivered returns of +12.35%. Their 3-year annualized return is +11.86%. Looking at the 5-year horizon, RETIREMENT PLANNING GROUP, LLC / NY has achieved +11.86% annualized returns at RETIREMENT PLANNING GROUP, LLC / NY.
Portfolio Value
$155.19M
Alpha Score
10.8
#0 of 1000
Holdings
92
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
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