We are live on ! Find out more
RFA

Resurgent Financial Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$7.19M
3
+$5.28M
4
LLY icon
Eli Lilly
LLY
+$3.83M
5
V icon
Visa
V
+$3.65M

Top Sells

1
+$864K
2
+$838K
3
+$656K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$576K
5
KKR icon
KKR & Co
KKR
+$498K

Sector Composition

1 Technology 19.45%
2 Financials 9.98%
3 Healthcare 8.77%
4 Communication Services 6.77%
5 Energy 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDT icon
101
Medtronic
MDT
$103B
$653K 0.24%
7,536
+2,870
FXU icon
102
First Trust Utilities AlphaDEX Fund
FXU
$829M
$648K 0.24%
13,062
+2,876
ITOT icon
103
iShares Core S&P Total US Stock Market ETF
ITOT
$91.7B
$640K 0.23%
4,493
+4
NUKZ icon
104
Range Nuclear Renaissance Index ETF
NUKZ
$826M
$637K 0.23%
9,684
+731
TXN icon
105
Texas Instruments
TXN
$270B
$632K 0.23%
3,253
+257
BAC.PRL icon
106
Bank of America Series L
BAC.PRL
$3.8B
$629K 0.23%
528
+2
BAI
107
iShares A.I. Innovation and Tech Active ETF
BAI
$15.4B
$612K 0.22%
18,570
-147
XTEN icon
108
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$965M
$610K 0.22%
13,296
-59
GRID icon
109
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.3B
$603K 0.22%
3,689
-87
PEP icon
110
PepsiCo
PEP
$196B
$603K 0.22%
3,884
+2,252
VOT icon
111
Vanguard Mid-Cap Growth ETF
VOT
$19B
$601K 0.22%
2,334
+64
T icon
112
AT&T
T
$160B
$592K 0.22%
20,412
+17
BINC icon
113
BlackRock Flexible Income ETF
BINC
$16.2B
$586K 0.21%
11,287
-1,011
IEMG icon
114
iShares Core MSCI Emerging Markets ETF
IEMG
$159B
$585K 0.21%
8,382
-7,977
IHI icon
115
iShares US Medical Devices ETF
IHI
$3.03B
$583K 0.21%
10,931
+1,608
MOAT icon
116
VanEck Morningstar Wide Moat ETF
MOAT
$11.6B
$583K 0.21%
6,030
WTRG icon
117
Essential Utilities
WTRG
$10.5B
$580K 0.21%
14,413
THRO
118
iShares U.S. Thematic Rotation Active ETF
THRO
$6.57B
$578K 0.21%
15,963
+944
VRTX icon
119
Vertex Pharmaceuticals
VRTX
$113B
$563K 0.21%
1,260
+111
IGIB icon
120
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.2B
$558K 0.2%
10,492
+196
CLIP icon
121
Global X 1-3 Month T-Bill ETF
CLIP
$2.84B
$555K 0.2%
5,529
-2,508
UNP icon
122
Union Pacific
UNP
$159B
$546K 0.2%
2,252
+155
SLV icon
123
iShares Silver Trust
SLV
$32.5B
$546K 0.2%
+8,008
CASY icon
124
Casey's General Stores
CASY
$33.9B
$539K 0.2%
741
+83
CORO
125
iShares International Country Rotation Active ETF
CORO
$7.27B
$522K 0.19%
+16,231
3 4
5
6 7