RFA

Resurgent Financial Advisors Portfolio holdings

AUM $182M
1-Year Est. Return 18.61%
This Quarter Est. Return
1 Year Est. Return
+18.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$385K
2
+$364K
3
+$307K
4
NTR icon
Nutrien
NTR
+$295K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$260K

Top Sells

1
+$1.75M
2
+$1.58M
3
+$1.57M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.45M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$49.9K 0.03%
445
+82
327
$49.2K 0.03%
429
-10
328
$49.1K 0.03%
642
329
$49K 0.03%
+18,500
330
$48.8K 0.03%
+773
331
$48.4K 0.03%
820
-3,109
332
$48.4K 0.03%
369
-229
333
$48.2K 0.03%
796
334
$47.9K 0.03%
959
-3,508
335
$47.3K 0.03%
784
-215
336
$47.2K 0.03%
1,163
-3,324
337
$46.9K 0.03%
2,000
-1,500
338
$46.4K 0.03%
323
-170
339
$45.9K 0.03%
406
-324
340
$45.9K 0.03%
1,232
+205
341
$45.5K 0.03%
1,217
-1,084
342
$45.3K 0.03%
833
-492
343
$45.3K 0.03%
1,045
-60
344
$45K 0.03%
2,165
345
$44.9K 0.03%
696
-1,639
346
$44.8K 0.03%
236
+81
347
$44.8K 0.03%
135
348
$44.7K 0.03%
1,250
-59
349
$44.6K 0.03%
3,562
-10,129
350
$43.7K 0.03%
506
-11
12 13
14
15 16