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
51
$1.03M 0.55%
10,653
+3,517
52
$1.01M 0.54%
15,075
+5,926
53
$1.01M 0.54%
27,824
+13,290
54
$1.01M 0.54%
36,270
+5,173
55
$1M 0.54%
1,371
+14
56
$943K 0.5%
53,322
+34,542
57
$926K 0.49%
5,267
+1,978
58
$926K 0.49%
14,486
-142
59
$887K 0.47%
4,121
+1,501
60
$865K 0.46%
2,438
-44
61
$850K 0.45%
4,548
+2,775
62
$843K 0.45%
5,130
-1,148
63
$834K 0.44%
+20,606
64
$832K 0.44%
3,697
+1,424
65
$830K 0.44%
14,281
+1,604
66
$830K 0.44%
5,114
+160
67
$829K 0.44%
3,190
-84
68
$829K 0.44%
4,895
+2,016
69
$808K 0.43%
34,868
+2,268
70
$806K 0.43%
18,951
+14,398
71
$773K 0.41%
1,605
-43
72
$766K 0.41%
2,956
-61
73
$761K 0.41%
8,735
+3,256
74
$754K 0.4%
2,617
+822
75
$741K 0.4%
1,805
+282
1 2
3
4 5