We are live on ! Find out more
RCA

Resonant Capital Advisors Portfolio holdings

AUM $1.9B
1-Year Est. Return 14.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$9.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$6.88M
2
+$3.29M
3
+$2.36M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.6M
5
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$1.44M

Top Sells

1
+$3.93M
2
+$3.47M
3
+$2M
4
BSMO
Invesco BulletShares 2024 Municipal Bond ETF
BSMO
+$1.51M
5
IBTE
iShares iBonds Dec 2024 Term Treasury ETF
IBTE
+$1.23M

Sector Composition

1 Technology 7.54%
2 Financials 5.02%
3 Healthcare 3.56%
4 Consumer Discretionary 2.86%
5 Communication Services 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$418K 0.03%
7,840
+60
227
$415K 0.03%
725
+57
228
$409K 0.03%
4,987
229
$404K 0.03%
2,149
+39
230
$394K 0.03%
2,387
-671
231
$394K 0.03%
1,600
+94
232
$389K 0.03%
2,512
+20
233
$388K 0.03%
4,345
+358
234
$385K 0.03%
2,236
+93
235
$382K 0.03%
5,259
-2,181
236
$376K 0.03%
8,966
+7
237
$375K 0.03%
1,549
-100
238
$368K 0.03%
5,544
239
$366K 0.03%
3,200
+101
240
$365K 0.03%
2,539
+80
241
$365K 0.03%
4,278
-116
242
$361K 0.03%
1,865
+38
243
$360K 0.03%
14,586
+88
244
$357K 0.03%
4,646
+162
245
$352K 0.03%
3,000
246
$352K 0.03%
+3,551
247
$350K 0.03%
6,562
-94
248
$349K 0.03%
1,639
+202
249
$348K 0.03%
+1,076
250
$338K 0.02%
480
+6
8 9
10
11 12