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
151
$300K 0.16%
2,031
-1,743
152
$290K 0.15%
522
+262
153
$287K 0.15%
2,247
+218
154
$273K 0.15%
469
+8
155
$272K 0.14%
5,361
-2,508
156
$265K 0.14%
2,404
+902
157
$253K 0.13%
12,196
+7,016
158
$245K 0.13%
3,851
+2,220
159
$242K 0.13%
20,000
+10,000
160
$238K 0.13%
15,620
161
$234K 0.12%
1,534
-5
162
$233K 0.12%
939
+4
163
$232K 0.12%
1,288
+684
164
$232K 0.12%
5,945
+2,067
165
$232K 0.12%
4,137
+2,035
166
$230K 0.12%
3,636
-1,518
167
$228K 0.12%
1,985
-591
168
$227K 0.12%
6,254
+3,481
169
$221K 0.12%
5,874
-2
170
$219K 0.12%
2,532
171
$218K 0.12%
523
+200
172
$218K 0.12%
5,021
-4,139
173
$216K 0.12%
11,840
+520
174
$210K 0.11%
2,608
+2,313
175
$210K 0.11%
1,716
-4
5 6
7
8 9