RFA
Resurgent Financial Advisors Portfolio holdings
AUM
$182M
1-Year Return
18.61%
This Quarter Return
-12.24%
1 Year Return
+18.61%
3 Year Return
+72.04%
5 Year Return
–
10 Year Return
–
AUM
$150M
AUM Growth
-$7.43M
(-4.7%)
Cap. Flow
+$14.3M
Cap. Flow
% of AUM
9.53%
Top 10 Holdings %
Top 10 Hldgs %
29.48%
Holding
224
New
35
Increased
92
Reduced
48
Closed
37
Top Buys
| 1 |
iShares S&P 500 Value ETF
IVE
|
$1.49M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$1.31M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$1.23M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$1.21M |
| 5 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$1.03M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$1.75M |
| 2 |
Freeport-McMoran
FCX
|
$787K |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$684K |
| 4 |
Schwab US TIPS ETF
SCHP
|
$665K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$556K |
Sector Composition
| 1 | Technology | 14.61% |
| 2 | Healthcare | 10.38% |
| 3 | Financials | 8.59% |
| 4 | Energy | 6.64% |
| 5 | Consumer Staples | 4.8% |
