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Portfolio (Quarterly) Guide ↗

RFG Advisory, LLC

· CIK 0001633387
13F Portfolio $5.4B AUM 1,037 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 153 New 474 Added 342 Reduced 96 Exited
Page 6 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ISMD NORTHERN LTS FD TR IV 7,711.0 $308K 0.01% NEW $39.97 +11.8%
102 CVNA CARVANA CO Consumer Cyclical 962.0 $302K 0.01% NEW $314.28 -78.6%
103 BLOK AMPLIFY ETF TR 6,068.0 $302K 0.01% NEW $49.81 +23.2%
104 DRSK ETF SER SOLUTIONS 10,365.0 $283K 0.01% NEW $27.33 +6.3%
105 CIFR CIPHER DIGITAL INC Financial Services 21,874.0 $282K 0.01% NEW $12.87 +48.6%
106 SNDA SONIDA SENIOR LIVING INC Healthcare 8,659.0 $279K 0.01% NEW $32.25 +17.1%
107 SWX SOUTHWEST GAS HLDGS INC Utilities 3,213.0 $279K 0.01% NEW $86.90 +0.9%
108 NGVT INGEVITY CORP Basic Materials 3,914.0 $279K 0.01% NEW $71.23 -5.1%
109 FCX FREEPORT MCMORAN INC Basic Materials 4,640.0 $273K 0.01% NEW $58.78 +7.2%
110 TRGP TARGA RES CORP Energy 1,063.0 $267K 0.01% NEW $250.73 +8.5%
111 FJP FIRST TR EXCH TRD ALPHDX FD 3,643.0 $265K 0.01% NEW $72.61 +6.3%
112 PWR QUANTA SVCS INC Industrials 475.0 $261K 0.01% NEW $549.07 +40.2%
113 EXPD EXPEDITORS INTL WASH INC Industrials 1,818.0 $260K 0.01% NEW $143.23 +8.5%
114 RLY SSGA ACTIVE ETF TR 7,090.0 $256K 0.01% NEW $36.15 +2.2%
115 ASTS AST SPACEMOBILE INC Technology 3,084.0 $256K 0.01% NEW $82.86 +4.8%
116 INGERSOLL RAND INC 3,089.0 $247K 0.01% NEW $80.12
117 TER TERADYNE INC Technology 829.0 $246K 0.01% NEW $296.38 +14.0%
118 IVOO VANGUARD ADMIRAL FDS INC 2,138.0 $244K 0.00% NEW $114.30 +6.8%
119 HYD VANECK ETF TRUST 4,743.0 $238K 0.00% NEW $50.14 +0.8%
120 WMS ADVANCED DRAIN SYS INC DEL Industrials 1,730.0 $237K 0.00% NEW $137.13 -1.1%
Page 6 of 8  ·  153 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.9%
Financial Services 19.5%
Consumer Cyclical 10.8%
Healthcare 10.0%
Communication Services 8.4%
Industrials 7.5%
Consumer Defensive 5.2%
Energy 4.2%
Basic Materials 3.7%
Utilities 2.8%