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
$150M
AUM Growth
-$7.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.31M
3
+$1.23M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.21M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.02M

Top Sells

1
+$1.75M
2
+$787K
3
+$684K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$665K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$556K

Sector Composition

1 Technology 14.61%
2 Healthcare 10.38%
3 Financials 8.59%
4 Energy 6.64%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$788K 0.51%
5,480
-66
52
$779K 0.5%
+6,763
53
$777K 0.5%
4,121
-115
54
$741K 0.48%
21,319
+494
55
$726K 0.47%
17,038
+2,732
56
$723K 0.46%
1,508
+947
57
$719K 0.46%
1,673
+443
58
$716K 0.46%
9,381
-876
59
$714K 0.46%
+7,375
60
$707K 0.45%
4,387
-44
61
$704K 0.45%
18,070
+646
62
$689K 0.44%
3,367
+51
63
$686K 0.44%
+6,454
64
$671K 0.43%
14,632
-2
65
$660K 0.42%
3,356
+26
66
$652K 0.42%
+3,106
67
$651K 0.42%
22,589
+3,281
68
$648K 0.42%
13,840
+6,505
69
$639K 0.41%
18,681
70
$633K 0.41%
1,040
+274
71
$628K 0.4%
2,613
+485
72
$619K 0.4%
7,378
+3,766
73
$617K 0.4%
15,454
+4,204
74
$608K 0.39%
7,261
+1,191
75
$606K 0.39%
5,960
-255
1 2
3
4 5