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
451
$23.3K 0.02%
109
+6
452
$23.1K 0.02%
+380
453
$23K 0.02%
154
-45
454
$22.9K 0.02%
176
-44
455
$22.8K 0.02%
117
-12
456
$22.6K 0.02%
229
-92
457
$22.4K 0.01%
73
-76
458
$22.3K 0.01%
+1,043
459
$22.3K 0.01%
268
-193
460
$22K 0.01%
+44
461
$21.9K 0.01%
96
-53
462
$21.9K 0.01%
206
-858
463
$21.6K 0.01%
512
+3
464
$21.4K 0.01%
333
-23
465
$21.4K 0.01%
684
466
$21.2K 0.01%
207
-197
467
$21.1K 0.01%
1,486
468
$21.1K 0.01%
+400
469
$20.9K 0.01%
383
+8
470
$20.9K 0.01%
206
-76
471
$20.8K 0.01%
+580
472
$20.5K 0.01%
+231
473
$20.5K 0.01%
+223
474
$20.4K 0.01%
59
-30
475
$20.3K 0.01%
313
-2,555
17 18
19
20 21