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
$187M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$3.05M
3
+$1.71M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.46M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.44M

Top Sells

1
+$1.17M
2
+$538K
3
+$404K
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$386K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$277K

Sector Composition

1 Technology 14.22%
2 Financials 9.43%
3 Energy 7.81%
4 Healthcare 6.17%
5 Consumer Staples 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 0.97%
9,477
+4,790
27
$1.71M 0.91%
12,974
-1,109
28
$1.69M 0.9%
36,986
+10,283
29
$1.68M 0.89%
18,658
+9,499
30
$1.68M 0.89%
27,859
+751
31
$1.67M 0.89%
13,657
+3,190
32
$1.66M 0.88%
5,950
+1,800
33
$1.58M 0.84%
2,733
34
$1.5M 0.8%
15,875
+10,240
35
$1.44M 0.77%
17,642
+10,095
36
$1.36M 0.73%
1,142
+573
37
$1.34M 0.71%
27,328
38
$1.25M 0.67%
6,834
+2,200
39
$1.25M 0.66%
4,795
+88
40
$1.16M 0.62%
21,476
+13,039
41
$1.16M 0.62%
44,362
+20,981
42
$1.14M 0.61%
4,010
-79
43
$1.13M 0.6%
11,514
-2,101
44
$1.11M 0.59%
10,500
+1,437
45
$1.1M 0.58%
6,265
-599
46
$1.09M 0.58%
43,098
+16,785
47
$1.07M 0.57%
14,374
+3,012
48
$1.06M 0.57%
22,617
+697
49
$1.05M 0.56%
4,213
+585
50
$1.05M 0.56%
4,258
+1,057
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