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
76
$602K 0.39%
4,021
-135
77
$591K 0.38%
5,809
+1,402
78
$585K 0.38%
+24,471
79
$584K 0.37%
13,985
-274
80
$582K 0.37%
2,779
-62
81
$579K 0.37%
6,089
-301
82
$564K 0.36%
1,883
-1,784
83
$559K 0.36%
945
-7
84
$555K 0.36%
+9,307
85
$552K 0.35%
14,074
-53
86
$541K 0.35%
1,714
+58
87
$540K 0.35%
7,008
+536
88
$529K 0.34%
34,910
+1,180
89
$506K 0.32%
22,791
+1,117
90
$496K 0.32%
+2,011
91
$482K 0.31%
3,681
+657
92
$478K 0.31%
9,840
-9,390
93
$476K 0.31%
+3,801
94
$461K 0.3%
4,975
-1,307
95
$454K 0.29%
691
-18
96
$454K 0.29%
5,204
-3,016
97
$442K 0.28%
4,072
+1,310
98
$433K 0.28%
2,623
-16
99
$431K 0.28%
1,987
+128
100
$429K 0.28%
5,516
+217
2 3
4
5 6