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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 50 of 52  ·  1,037 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 CNP CENTERPOINT ENERGY INC Utilities 5,027.0 $217K 0.00% NEW $43.16 -1.4%
982 RSPN INVESCO EXCHANGE TRADED FD T 3,745.0 $216K 0.00% NEW $57.59 +3.6%
983 EPI WISDOMTREE TR 5,267.0 $215K 0.00% +240.0 +4.8% $40.80 +3.2%
984 TCAF T ROWE PRICE ETF INC 6,012.0 $214K 0.00% NEW $35.59 +12.3%
985 JMIA JUMIA TECHNOLOGIES AG Consumer Cyclical 30,969.0 $214K 0.00% +21K +197.2% $6.90 +6.2%
986 EDV VANGUARD WORLD FD 3,288.0 $214K 0.00% -163.0 -4.7% $64.96 -5.4%
987 OCTW AIM ETF PRODUCTS TRUST 5,550.0 $214K 0.00% NEW $38.47 +5.2%
988 FAST FASTENAL CO Industrials 4,600.0 $213K 0.00% NEW $46.40 -5.2%
989 GAUG FIRST TR EXCHNG TRADED FD VI 5,509.0 $213K 0.00% -316.0 -5.4% $38.71 +5.7%
990 XMVM INVESCO EXCHANGE TRADED FD T 3,267.0 $213K 0.00% -361.0 -9.9% $65.11 +4.0%
991 TROW PRICE T ROWE GROUP INC Financial Services 2,358.0 $213K 0.00% +191.0 +8.8% $90.13 +13.6%
992 UFOX ETF SER SOLUTIONS 3,115.0 $212K 0.00% NEW $68.17 +36.4%
993 SEIC SEI INVTS CO Financial Services 2,693.0 $211K 0.00% NEW $78.48 +16.8%
994 REET ISHARES TR 8,350.0 $210K 0.00% -327.0 -3.8% $25.15 +6.6%
995 ARCC ARES CAPITAL CORP Financial Services 11,642.0 $210K 0.00% -1K -11.2% $18.02 +4.9%
996 CGW INVESCO EXCH TRADED FD TR II 3,263.0 $209K 0.00% $63.94 -3.7%
997 XSD SPDR SERIES TRUST 639.0 $208K 0.00% NEW $326.12 +68.5%
998 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,054.0 $208K 0.00% -29.0 -2.7% $197.50 +22.7%
999 NI NISOURCE INC Utilities 4,461.0 $208K 0.00% NEW $46.66 +1.6%
1000 UTWO RBB FD INC 4,306.0 $208K 0.00% NEW $48.28 -0.4%
Page 50 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%