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Portfolio (Quarterly) Guide ↗

RFG Advisory, LLC

· CIK 0001633387
13F Portfolio $6.4B AUM 1,126 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 166 New 504 Added 381 Reduced 77 Exited
Page 14 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IDV ISHARES TR 14,501.0 $601K 0.01% -19K -56.3% $41.43 +8.1%
262 TAFI AB ACTIVE ETFS INC 23,373.0 $589K 0.01% -5K -18.9% $25.22 -0.6%
263 FNCL FIDELITY COVINGTON TRUST 7,540.0 $577K 0.01% -100.0 -1.3% $76.56 +7.5%
264 VV VANGUARD INDEX FDS 1,677.0 $577K 0.01% -22.0 -1.3% $343.88 +3.0%
265 GTO INVESCO ACTIVELY MANAGED EXC 12,165.0 $570K 0.01% -1K -10.2% $46.87 -1.5%
266 LNG CHENIERE ENERGY INC Energy 2,335.0 $558K 0.01% -156.0 -6.3% $239.00 +14.4%
267 EPR EPR PPTYS Real Estate 9,581.0 $556K 0.01% -358.0 -3.6% $58.01 +4.9%
268 VLUE ISHARES TR 2,734.0 $546K 0.01% -3K -50.9% $199.81 +1.3%
269 DLS WISDOMTREE TR 6,486.0 $543K 0.01% -5K -43.0% $83.79 +5.5%
270 DFUV DIMENSIONAL ETF TRUST 9,744.0 $536K 0.01% -339.0 -3.4% $55.01 +4.5%
271 EME EMCOR GROUP INC Industrials 638.0 $529K 0.01% -2K -76.8% $829.33 +0.2%
272 PSEP INNOVATOR ETFS TRUST 11,049.0 $509K 0.01% -828.0 -7.0% $46.05 +1.5%
273 PNOV INNOVATOR ETFS TRUST 11,463.0 $508K 0.01% -721.0 -5.9% $44.35 +2.2%
274 ECL ECOLAB INC Basic Materials 1,809.0 $504K 0.01% -152.0 -7.8% $278.57 +0.1%
275 IEI ISHARES TR 4,290.0 $504K 0.01% -3K -37.6% $117.45 -0.8%
276 AEP AMERICAN ELEC PWR CO INC Utilities 3,656.0 $500K 0.01% -303.0 -7.7% $136.80 -6.6%
277 REGN REGENERON PHARMACEUTICALS Healthcare 789.0 $492K 0.01% -587.0 -42.7% $623.65 +30.4%
278 PHM PULTE GROUP INC Consumer Cyclical 3,550.0 $487K 0.01% -7K -66.6% $137.19 -6.5%
279 EMB ISHARES TR 5,048.0 $487K 0.01% -1K -20.0% $96.45 -1.9%
280 NANR SPDR INDEX SHS FDS 6,362.0 $480K 0.01% -228.0 -3.5% $75.50 +15.2%
Page 14 of 20  ·  381 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 32.3%
Financial Services 19.3%
Consumer Cyclical 10.0%
Communication Services 8.3%
Healthcare 7.7%
Industrials 7.2%
Consumer Defensive 4.5%
Basic Materials 3.3%
Energy 2.9%
Utilities 2.4%