RFA
Resurgent Financial Advisors Portfolio holdings
AUM
$182M
1-Year Return
18.61%
This Quarter Return
+9.42%
1 Year Return
+18.61%
3 Year Return
+72.04%
5 Year Return
–
10 Year Return
–
AUM
$163M
AUM Growth
+$16.2M
(+11%)
Cap. Flow
+$3.9M
Cap. Flow
% of AUM
2.4%
Top 10 Holdings %
Top 10 Hldgs %
24.75%
Holding
533
New
53
Increased
172
Reduced
207
Closed
37
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$1.03M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$923K |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
+$531K |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$529K |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
+$481K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$653K |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
+$442K |
| 3 |
Apple
AAPL
|
+$425K |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
+$384K |
| 5 |
Air Products & Chemicals
APD
|
+$365K |
Sector Composition
| 1 | Technology | 16.76% |
| 2 | Financials | 9.81% |
| 3 | Energy | 8.13% |
| 4 | Healthcare | 6.98% |
| 5 | Industrials | 5.54% |
