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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 15 of 52  ·  1,037 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 VTIP VANGUARD MALVERN FDS 53,884.0 $2.7M 0.05% NEW $49.95 +0.8%
282 AMAT APPLIED MATLS INC Technology 7,776.0 $2.7M 0.05% -7K -47.5% $341.79 +21.0%
283 PEP PEPSICO INC Consumer Defensive 17,007.0 $2.6M 0.05% +3K +17.8% $155.29 -4.0%
284 FIRST TR EXCHANGE TRADED FD 115,048.0 $2.6M 0.05% +42K +57.3% $22.95
285 BLACKROCK ETF TRUST 81,693.0 $2.6M 0.05% NEW $32.15
286 MLPA GLOBAL X FDS 48,627.0 $2.6M 0.05% -2K -4.5% $53.87 +3.6%
287 OAIM UNIFIED SER TR 60,642.0 $2.6M 0.05% +4K +6.5% $43.06 +6.8%
288 VEU VANGUARD INTL EQUITY INDEX F 34,680.0 $2.6M 0.05% -12K -25.3% $75.10 +8.5%
289 OACP UNIFIED SER TR 114,356.0 $2.6M 0.05% +13K +12.5% $22.72 -0.8%
290 FSIG FIRST TR EXCHANGE-TRADED FD 136,561.0 $2.6M 0.05% +30K +28.2% $18.94 -0.2%
291 PCY INVESCO EXCH TRADED FD TR II 122,268.0 $2.6M 0.05% -2K -2.0% $20.90 +0.8%
292 GRID FIRST TR EXCHANGE-TRADED FD 15,556.0 $2.5M 0.05% +5K +42.3% $163.58 +15.7%
293 IAU ISHARES GOLD TR Financial Services 28,693.0 $2.5M 0.05% -15K -34.1% $88.16 -2.7%
294 IQDY FLEXSHARES TR 66,671.0 $2.5M 0.05% $37.91 +9.0%
295 PIMCO ETF TR 50,594.0 $2.5M 0.05% +36K +246.5% $49.60
296 VIG VANGUARD SPECIALIZED FUNDS 11,583.0 $2.5M 0.05% -526.0 -4.3% $215.06 +7.2%
297 MTUM ISHARES TR 10,355.0 $2.5M 0.05% +379.0 +3.8% $240.00 +22.6%
298 MINT PIMCO ETF TR 24,618.0 $2.5M 0.04% +12K +95.5% $100.57 +0.0%
299 IYRI NEOS ETF TRUST 52,350.0 $2.5M 0.04% +6K +12.9% $47.29 +3.4%
300 CRM SALESFORCE INC Technology 13,177.0 $2.5M 0.04% +2K +18.8% $186.67 -7.0%
Page 15 of 52  ·  1,037 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%