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
76
$727K 0.39%
13,355
+352
77
$717K 0.38%
5,927
+2,159
78
$712K 0.38%
29,552
+14,820
79
$681K 0.36%
5,140
+640
80
$681K 0.36%
21,120
+10,603
81
$676K 0.36%
1,366
+18
82
$673K 0.36%
7,145
-1,513
83
$661K 0.35%
3,452
-808
84
$638K 0.34%
30,051
+4,452
85
$637K 0.34%
26,790
+13,415
86
$635K 0.34%
6,876
+188
87
$618K 0.33%
14,163
+105
88
$611K 0.33%
22,518
+11,268
89
$599K 0.32%
617
+30
90
$597K 0.32%
7,070
-3,286
91
$596K 0.32%
6,232
+892
92
$581K 0.31%
48,000
93
$575K 0.31%
11,744
+1,633
94
$574K 0.31%
6,927
-1,072
95
$574K 0.31%
3,294
-357
96
$571K 0.3%
13,605
+672
97
$556K 0.3%
1,222
-216
98
$537K 0.29%
14,971
-2,905
99
$534K 0.28%
5,147
+891
100
$534K 0.28%
5,267
-283
2 3
4
5 6