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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 17 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 NRGV ENERGY VAULT HOLDINGS INC Utilities 76,828.0 $362K 0.01% -16K -17.2% $4.71 -18.9%
322 FEP FIRST TR EXCH TRD ALPHDX FD 6,188.0 $353K 0.01% -184.0 -2.9% $57.05 +5.4%
323 NKE NIKE INC Consumer Cyclical 8,496.0 $349K 0.01% -12K -58.2% $41.05 -4.8%
324 FDD FIRST TR EXCHANGE-TRADED FD 18,691.0 $347K 0.01% -2K -10.1% $18.55 +10.4%
325 UAPR INNOVATOR ETFS TRUST 9,808.0 $344K 0.01% -781.0 -7.4% $35.11 +1.5%
326 KBWB INVESCO EXCH TRADED FD TR II 3,667.0 $341K 0.01% -927.0 -20.2% $92.98 +6.8%
327 TFLO ISHARES TR 6,587.0 $333K 0.01% -2K -23.0% $50.63 -0.1%
328 ESGD ISHARES TR 3,191.0 $328K 0.01% -1K -31.4% $102.82 +4.6%
329 FPE FIRST TR EXCH TRADED FD III 18,132.0 $324K 0.01% -166K -90.2% $17.88 -0.8%
330 CUBE CUBESMART Real Estate 8,066.0 $321K 0.01% -1K -12.5% $39.77 +3.4%
331 CTRE CARETRUST REIT INC Real Estate 7,914.0 $319K 0.01% -1K -14.7% $40.35 -2.7%
332 IBD NORTHERN LTS FD TR IV 13,389.0 $318K 0.01% -4K -22.3% $23.77 -0.5%
333 ROKU ROKU INC Communication Services 2,294.0 $317K 0.01% -290.0 -11.2% $138.14 +14.6%
334 FSTA FIDELITY COVINGTON TRUST 5,977.0 $314K 0.01% -1K -15.2% $52.54 +2.1%
335 FSMD FIDELITY COVINGTON TRUST 5,907.0 $312K 0.01% -2K -28.7% $52.85 +1.0%
336 PAAS PAN AMERN SILVER CORP Basic Materials 6,854.0 $307K 0.01% -877.0 -11.3% $44.79 +7.4%
337 SCHK SCHWAB STRATEGIC TR 8,407.0 $303K 0.01% -324.0 -3.7% $36.06 +3.5%
338 ILCG ISHARES TR 2,539.0 $297K 0.01% -248.0 -8.9% $117.03 +0.9%
339 BNOV INNOVATOR ETFS TRUST 6,185.0 $296K 0.01% -58.0 -0.9% $47.81 +3.1%
340 BJAN INNOVATOR ETFS TRUST 5,007.0 $295K 0.01% -74.0 -1.5% $58.87 +2.5%
Page 17 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%