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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
AIQ icon
126
Global X Artificial Intelligence & Technology ETF
AIQ
$10.3B
$521K 0.19%
11,164
-1,027
MGK icon
127
Vanguard Mega Cap Growth ETF
MGK
$32.9B
$520K 0.19%
7,075
-955
INTC icon
128
Intel
INTC
$579B
$516K 0.19%
11,696
-159
MINT icon
129
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.2B
$515K 0.19%
5,120
-89
EMXC icon
130
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.1B
$513K 0.19%
6,516
+525
GLW icon
131
Corning
GLW
$150B
$511K 0.19%
3,761
-172
SCHY icon
132
Schwab International Dividend Equity ETF
SCHY
$2.31B
$509K 0.19%
16,092
+140
IAGG icon
133
iShares Core International Aggregate Bond Fund
IAGG
$11.3B
$508K 0.19%
10,151
+745
RSG icon
134
Republic Services
RSG
$64.8B
$507K 0.18%
2,313
-3
SPEM icon
135
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
$504K 0.18%
10,750
-1,013
ACWX icon
136
iShares MSCI ACWI ex US ETF
ACWX
$11.5B
$500K 0.18%
+7,309
BDVL
137
iShares Disciplined Volatility Equity Active ETF
BDVL
$1.73B
$492K 0.18%
19,952
-1,904
HOOD icon
138
Robinhood
HOOD
$81.9B
$490K 0.18%
7,065
-3,266
BDYN
139
iShares Dynamic Equity Active ETF
BDYN
$2.87B
$484K 0.18%
19,923
+177
AGG icon
140
iShares Core US Aggregate Bond ETF
AGG
$137B
$481K 0.18%
4,844
-238
SMH icon
141
VanEck Semiconductor ETF
SMH
$68.7B
$472K 0.17%
1,231
+9
SHEL icon
142
Shell
SHEL
$239B
$465K 0.17%
5,001
+47
PREF icon
143
Principal Spectrum Preferred Securities Active ETF
PREF
$1.72B
$460K 0.17%
24,441
+122
IWR icon
144
iShares Russell Mid-Cap ETF
IWR
$55B
$459K 0.17%
4,722
+47
WM icon
145
Waste Management
WM
$89.2B
$459K 0.17%
+1,997
SO icon
146
Southern Company
SO
$106B
$456K 0.17%
+4,723
MOO icon
147
VanEck Agribusiness ETF
MOO
$920M
$454K 0.17%
+5,376
LMT icon
148
Lockheed Martin
LMT
$126B
$451K 0.16%
746
-37
HON icon
149
Honeywell
HON
$136B
$443K 0.16%
1,958
+32
ISRG icon
150
Intuitive Surgical
ISRG
$147B
$441K 0.16%
957
+1
4 5
6
7 8