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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 18 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 TECB ISHARES TR 4,041.0 $290K 0.01% -281.0 -6.5% $71.75 +4.4%
342 DNP DNP SELECT INCOME FD INC Financial Services 26,738.0 $289K 0.01% -228.0 -0.8% $10.79 +1.4%
343 SNOW SNOWFLAKE INC Technology 1,114.0 $284K 0.00% -794.0 -41.6% $254.50 +29.7%
344 IGIB ISHARES TR 5,197.0 $276K 0.00% -6K -55.3% $53.17 -1.9%
345 MOAT VANECK ETF TRUST 2,649.0 $275K 0.00% -2K -42.3% $103.97 +7.6%
346 FNDX SCHWAB STRATEGIC TR 8,832.0 $275K 0.00% -11K -56.4% $31.10 +4.5%
347 CARR CARRIER GLOBAL CORPORATION Industrials 3,626.0 $266K 0.00% -1K -22.4% $73.35 -14.7%
348 PULS PGIM ETF TR 5,298.0 $263K 0.00% -2K -24.6% $49.55 +0.2%
349 BOCT INNOVATOR ETFS TRUST 4,931.0 $261K 0.00% -128.0 -2.5% $53.02 +2.7%
350 DPG DUFF & PHELPS UTLITY AND INF Financial Services 17,388.0 $258K 0.00% -4K -16.8% $14.84 -0.3%
351 FJP FIRST TR EXCH TRD ALPHDX FD 3,376.0 $258K 0.00% -267.0 -7.3% $76.32 +2.8%
352 DOW DOW HLDGS INC Basic Materials 9,393.0 $257K 0.00% -731.0 -7.2% $27.36 +14.5%
353 EPC EDGEWELL PERSONAL CARE CO Consumer Defensive 9,535.0 $256K 0.00% -10K -51.8% $26.86 +4.5%
354 INGERSOLL RAND INC 3,065.0 $251K 0.00% -24.0 -0.8% $81.99
355 BLACKROCK ETF TRUST 4,348.0 $251K 0.00% -59.0 -1.3% $57.66
356 SHRY FIRST TR EXCHANGE TRADED FD 5,866.0 $251K 0.00% -2K -27.2% $42.74 +9.5%
357 BIBL NORTHERN LTS FD TR IV 4,321.0 $250K 0.00% -2K -34.5% $57.87 -0.7%
358 ABNB AIRBNB INC Consumer Cyclical 1,720.0 $246K 0.00% -301.0 -14.9% $143.10 +25.3%
359 TDTF FLEXSHARES TR 10,326.0 $245K 0.00% -8K -42.4% $23.77 -1.9%
360 AFSM FIRST TR EXCHNG TRADED FD VI 5,916.0 $243K 0.00% -959.0 -13.9% $41.10 +1.1%
Page 18 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%