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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 14 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ESGD ISHARES TR 4,652.0 $445K 0.01% -96.0 -2.0% $95.62 +5.8%
262 FS SPECIALTY LENDING FD 34,987.0 $438K 0.01% -12K -25.2% $12.51
263 BSEP INNOVATOR ETFS TRUST 9,079.0 $437K 0.01% -150.0 -1.6% $48.08 +8.0%
264 UJUL INNOVATOR ETFS TRUST 11,335.0 $434K 0.01% -120.0 -1.1% $38.30 +5.2%
265 TFLO ISHARES TR 8,557.0 $433K 0.01% -1K -10.9% $50.63 -0.1%
266 ITA ISHARES TR 1,945.0 $425K 0.01% -6K -74.2% $218.71 +0.2%
267 TMFC RBB FD INC 6,345.0 $419K 0.01% -1K -15.8% $65.97 +17.1%
268 ONON ON HLDG AG Consumer Cyclical 12,142.0 $413K 0.01% -17K -58.0% $34.02 +9.8%
269 ENTERGY CORP NEW 3,626.0 $407K 0.01% -62.0 -1.7% $112.37
270 USHY ISHARES TR 11,042.0 $407K 0.01% -8K -40.5% $36.84 -0.0%
271 QTUM ETF SER SOLUTIONS 3,739.0 $401K 0.01% -1K -28.5% $107.30 +33.1%
272 MANAGED PORTFOLIO SERIES 16,178.0 $399K 0.01% -987.0 -5.8% $24.68
273 PGR PROGRESSIVE CORP Financial Services 2,012.0 $399K 0.01% -2K -46.4% $198.28 +0.6%
274 ALL ALLSTATE CORP Financial Services 1,873.0 $388K 0.01% -457.0 -19.6% $207.35 +5.0%
275 SCHR SCHWAB STRATEGIC TR 15,543.0 $387K 0.01% -222.0 -1.4% $24.91 -1.5%
276 LRGE LEGG MASON ETF INVT 5,138.0 $386K 0.01% -1K -17.5% $75.21 +13.9%
277 XSVM INVESCO EXCHANGE TRADED FD T 6,388.0 $385K 0.01% -161.0 -2.5% $60.26 +6.9%
278 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,971.0 $373K 0.01% -303.0 -9.2% $125.47 +6.5%
279 CNC CENTENE CORP DEL Healthcare 11,369.0 $372K 0.01% -1K -10.5% $32.74 +75.7%
280 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,431.0 $372K 0.01% -6K -71.0% $153.08 -22.5%
Page 14 of 18  ·  342 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%