RFA
Resurgent Financial Advisors Portfolio holdings
AUM
$182M
1-Year Return
18.61%
This Quarter Return
+5.21%
1 Year Return
+18.61%
3 Year Return
+72.04%
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
-$38.3M
(-21%)
Cap. Flow
-$44.3M
Cap. Flow
% of AUM
-29.8%
Top 10 Holdings %
Top 10 Hldgs %
25.87%
Holding
648
New
25
Increased
109
Reduced
297
Closed
165
Top Buys
| 1 |
iShares Core Total USD Bond Market ETF
IUSB
|
$385K |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$364K |
| 3 |
ASML
ASML
|
$307K |
| 4 |
Nutrien
NTR
|
$295K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$260K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$1.75M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$1.58M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.57M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$1.45M |
| 5 |
Apple
AAPL
|
$1.35M |
Sector Composition
| 1 | Technology | 15.92% |
| 2 | Financials | 10.26% |
| 3 | Energy | 9.55% |
| 4 | Healthcare | 8.07% |
| 5 | Consumer Staples | 6.11% |
