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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 23 of 52  ·  1,037 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 MGK VANGUARD WORLD FD 3,817.0 $1.4M 0.03% NEW $367.40 -76.2%
442 XLG INVESCO EXCHANGE TRADED FD T 25,683.0 $1.4M 0.03% +2K +6.2% $54.55 +15.5%
443 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 38,805.0 $1.4M 0.03% -6K -13.9% $36.04 -8.8%
444 AEM AGNICO EAGLE MINES LTD Basic Materials 6,870.0 $1.4M 0.03% +252.0 +3.8% $202.97 -14.6%
445 XLB SELECT SECTOR SPDR TR 27,628.0 $1.4M 0.03% +12K +79.5% $49.97 -1.9%
446 IXUS ISHARES TR 15,926.0 $1.4M 0.03% +5K +48.0% $86.64 +7.4%
447 PLTM GRANITESHARES PLATINUM TR Financial Services 72,737.0 $1.4M 0.03% -22K -23.5% $18.91 -2.3%
448 BLK BLACKROCK INC Financial Services 1,421.0 $1.4M 0.03% +204.0 +16.8% $961.83 +7.7%
449 IGEB ISHARES TR 30,332.0 $1.4M 0.03% +2K +8.8% $45.06 -1.3%
450 CVS CVS HEALTH CORP Healthcare 18,996.0 $1.4M 0.03% -3K -13.7% $71.82 +33.7%
451 SCIO FIRST TR EXCHANGE-TRADED FD 66,012.0 $1.4M 0.03% +17K +35.0% $20.64 -0.5%
452 ACIO ETF SER SOLUTIONS 32,401.0 $1.4M 0.03% NEW $41.96 +9.5%
453 HII HUNTINGTON INGALLS INDS INC Industrials 3,555.0 $1.4M 0.03% -2K -34.4% $379.94 -13.3%
454 DUBS ETF SER SOLUTIONS 37,149.0 $1.3M 0.03% NEW $36.06 +13.7%
455 IWM ISHARES TR 5,363.0 $1.3M 0.02% -652.0 -10.8% $248.02 +10.1%
456 FTGC FIRST TR EXCHANGE TRAD FD VI 46,326.0 $1.3M 0.02% +12K +36.6% $28.71 +4.8%
457 YUM YUM BRANDS INC Consumer Cyclical 8,544.0 $1.3M 0.02% +836.0 +10.8% $155.48 -2.0%
458 CMI CUMMINS INC Industrials 2,463.0 $1.3M 0.02% -204.0 -7.7% $537.95 +22.6%
459 BINC BLACKROCK ETF TRUST II 25,499.0 $1.3M 0.02% -2K -8.5% $51.93 -0.0%
460 FDEC FIRST TR EXCHNG TRADED FD VI 26,629.0 $1.3M 0.02% +4K +15.4% $49.72 +8.1%
Page 23 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%