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
126
$397K 0.21%
855
+145
127
$394K 0.21%
1,559
+1,299
128
$392K 0.21%
7,854
-23,442
129
$382K 0.2%
6,630
-759
130
$378K 0.2%
3,757
+49
131
$372K 0.2%
1,320
+16
132
$371K 0.2%
+8,361
133
$370K 0.2%
+2,541
134
$368K 0.2%
1,223
+9
135
$368K 0.2%
1,789
+750
136
$366K 0.2%
18,000
+9,000
137
$359K 0.19%
9,206
+1,808
138
$355K 0.19%
3,748
-803
139
$351K 0.19%
1,981
-61
140
$346K 0.18%
4,339
+1,352
141
$341K 0.18%
676
+11
142
$341K 0.18%
6,045
+2,689
143
$337K 0.18%
2,495
-69
144
$335K 0.18%
2,665
+20
145
$329K 0.18%
5,419
+599
146
$328K 0.17%
3,654
-368
147
$319K 0.17%
6,361
+2,673
148
$313K 0.17%
2,877
-1,420
149
$309K 0.16%
1,891
+864
150
$307K 0.16%
1,555
-16
4 5
6
7 8