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
101
$534K 0.28%
14,413
102
$528K 0.28%
21,045
+7,171
103
$518K 0.28%
4,490
+30
104
$513K 0.27%
660
+69
105
$504K 0.27%
24,384
+396
106
$498K 0.27%
1,554
+71
107
$489K 0.26%
2,237
-491
108
$486K 0.26%
9,641
+5,647
109
$473K 0.25%
1,575
+490
110
$469K 0.25%
3,410
+2,993
111
$465K 0.25%
2,554
-100
112
$462K 0.25%
3,027
-144
113
$451K 0.24%
2,628
+80
114
$451K 0.24%
1,147
+148
115
$440K 0.23%
770
+155
116
$439K 0.23%
4,632
+1,483
117
$439K 0.23%
13,801
+4,754
118
$433K 0.23%
8,395
-1,270
119
$429K 0.23%
2,627
+148
120
$418K 0.22%
275
+27
121
$418K 0.22%
999
+189
122
$415K 0.22%
1,711
-121
123
$411K 0.22%
9,491
-12,405
124
$404K 0.22%
9,140
+409
125
$399K 0.21%
900
+63
3 4
5
6 7