RFA
Resurgent Financial Advisors Portfolio holdings
AUM
$182M
1-Year Est. Return
18.61%
1 Year Est. Return
+18.61%
AUM
$167M
AUM Growth
-$3.29M
(-1.9%)
Holding
190
Top Buys
| 1 | +$660K | |
| 2 | +$531K | |
| 3 | +$500K | |
| 4 |
Morgan Stanley
MS
|
+$496K |
| 5 |
Robinhood
HOOD
|
+$452K |
Top Sells
| 1 | +$1.09M | |
| 2 | +$944K | |
| 3 | +$585K | |
| 4 |
Oracle
ORCL
|
+$488K |
| 5 |
American Water Works
AWK
|
+$456K |
Sector Composition
| 1 | Technology | 14.84% |
| 2 | Financials | 12.81% |
| 3 | Energy | 7.63% |
| 4 | Healthcare | 6.34% |
| 5 | Communication Services | 4.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
VanEck Preferred Securities ex Financials ETF
PFXF
$1.96B
| $205K | 0.12% |
12,240
-1,422
|
|
||
177
Global X Internet of Things ETF
SNSR
$220M
| $203K | 0.12% |
6,167
+111
|
|
||
178
Vanguard S&P 500 ETF
VOO
$771B
| $203K | 0.12% |
395
-181
|
|
||
179
Targa Resources
TRGP
$33.1B
| $200K | 0.12% |
+1,000
|
|
||
|
PBT
180
Permian Basin Royalty Trust
PBT
$840M
| $198K | 0.12% |
20,000
|
|
||
181
Cambria Tail Risk ETF
TAIL
$100M
| $118K | 0.07% |
10,000
|
|
||
|
182
American Water Works
AWK
$27.6B
| – | – |
-3,659
|
|
||
183
CrowdStrike
CRWD
$132B
| – | – |
-688
|
|
||
184
Freeport-McMoran
FCX
$59.4B
| – | – |
-24,785
|
|
||
185
Intercontinental Exchange
ICE
$90.2B
| – | – |
-3,928
|
|
||
186
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
| – | – |
-3,966
|
|
||
187
Mondelez International
MDLZ
$78.6B
| – | – |
-18,268
|
|
||
188
Palo Alto Networks
PANW
$147B
| – | – |
-1,169
|
|
||
189
Target
TGT
$42.8B
| – | – |
-1,694
|
|
||
190
iShares 20+ Year Treasury Bond ETF
TLT
$49.2B
| – | – |
-3,939
|
|