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
$161M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$996K
2
+$523K
3
+$522K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$483K
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$481K

Top Sells

1
+$2.92M
2
+$2.73M
3
+$2.33M
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.76M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.66M

Sector Composition

1 Technology 18.51%
2 Financials 9.83%
3 Energy 7.56%
4 Healthcare 6.37%
5 Industrials 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$628K 0.39%
1,492
+345
77
$588K 0.37%
3,025
-427
78
$586K 0.36%
1,254
+32
79
$580K 0.36%
5,265
-2
80
$579K 0.36%
6,270
+38
81
$573K 0.36%
2,947
-347
82
$564K 0.35%
11,166
+1,525
83
$556K 0.35%
6,098
-9,777
84
$550K 0.34%
4,016
+606
85
$548K 0.34%
1,087
+669
86
$544K 0.34%
1,457
-348
87
$544K 0.34%
17,644
+3,843
88
$542K 0.34%
9,161
+2,531
89
$538K 0.33%
14,413
90
$538K 0.33%
594
-66
91
$533K 0.33%
4,490
92
$529K 0.33%
517
-100
93
$524K 0.33%
9,790
+1,395
94
$523K 0.32%
+2,447
95
$522K 0.32%
+2,276
96
$519K 0.32%
20,658
-387
97
$518K 0.32%
1,575
98
$514K 0.32%
23,988
-396
99
$507K 0.31%
14,439
-532
100
$502K 0.31%
19,111
-25,251
2 3
4
5 6