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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 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XT ISHARES TR 33,425.0 $2.3M 0.04% -6K -14.6% $68.15 +16.4%
102 MP MP MATERIALS CORP Basic Materials 46,116.0 $2.2M 0.04% -63K -57.9% $48.26 +21.1%
103 ISHARES TR 48,079.0 $2.2M 0.04% -682.0 -1.4% $46.23
104 EEM ISHARES TR 38,226.0 $2.2M 0.04% -19K -33.6% $56.79 +15.5%
105 FTSL FIRST TR EXCHANGE-TRADED FD 47,705.0 $2.1M 0.04% -9K -15.2% $44.80 +0.7%
106 EME EMCOR GROUP INC Industrials 2,750.0 $2.0M 0.04% -17.0 -0.6% $738.19 +22.8%
107 AMLP ALPS ETF TR 37,607.0 $2.0M 0.04% -5K -11.2% $52.64 +2.3%
108 C CITIGROUP INC Financial Services 17,339.0 $2.0M 0.04% -2K -11.6% $113.41 +8.8%
109 ALBEMARLE CORP 27,275.0 $2.0M 0.04% -2K -7.5% $71.85
110 MRVL MARVELL TECHNOLOGY INC Technology 19,757.0 $2.0M 0.04% -130.0 -0.7% $99.05 +80.1%
111 CRWD CROWDSTRIKE HLDGS INC Technology 4,936.0 $1.9M 0.04% -2K -29.2% $390.39 +53.4%
112 POCT INNOVATOR ETFS TRUST 44,525.0 $1.9M 0.04% -226.0 -0.5% $43.11 +6.3%
113 EFV ISHARES TR 25,141.0 $1.9M 0.03% -23K -48.0% $74.35 +4.7%
114 AFL AFLAC INC Financial Services 16,798.0 $1.8M 0.03% -2K -9.6% $109.71 +7.0%
115 FTEC FIDELITY COVINGTON TRUST 8,847.0 $1.8M 0.03% -305.0 -3.3% $208.05 +29.8%
116 PANW PALO ALTO NETWORKS INC Technology 11,334.0 $1.8M 0.03% -9K -43.5% $160.31 +48.9%
117 GILD GILEAD SCIENCES INC Healthcare 12,836.0 $1.8M 0.03% -369.0 -2.8% $139.37 -6.5%
118 QTEC FIRST TR EXCHANGE-TRADED FD 8,044.0 $1.7M 0.03% -3K -25.8% $215.97 +34.1%
119 IRM IRON MTN INC DEL Real Estate 16,998.0 $1.7M 0.03% -2K -8.3% $102.14 +23.4%
120 CGDG CAPITAL GROUP DIVIDEND GROWE 47,879.0 $1.7M 0.03% -95K -66.4% $35.90 +3.5%
Page 6 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%