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
401
$32.7K 0.02%
517
-2,851
402
$32.6K 0.02%
+535
403
$32.5K 0.02%
373
404
$32.3K 0.02%
424
-558
405
$32K 0.02%
379
-46
406
$31.8K 0.02%
331
-40
407
$31.7K 0.02%
508
-41
408
$31.7K 0.02%
795
+285
409
$31.5K 0.02%
966
-733
410
$31.4K 0.02%
639
-12
411
$31.3K 0.02%
1,063
-3
412
$31K 0.02%
463
413
$30.9K 0.02%
414
+72
414
$30.9K 0.02%
135
-1,525
415
$30.8K 0.02%
559
+52
416
$30.7K 0.02%
246
-473
417
$30.6K 0.02%
164
-79
418
$30.5K 0.02%
562
-200
419
$30.5K 0.02%
166
-41
420
$30.4K 0.02%
765
421
$29.3K 0.02%
505
-613
422
$29.2K 0.02%
534
+71
423
$28.9K 0.02%
1,199
+18
424
$28.8K 0.02%
180
-96
425
$28.8K 0.02%
198
-1
15 16
17
18 19