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Portfolio (Quarterly) Guide ↗

RFG Advisory, LLC

· CIK 0001633387
13F Portfolio $5.3B AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 980 New
Page 14 of 49  ·  980 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SUB ISHARES TR 26,655.0 $2.8M 0.05% NEW $106.70 -0.5%
262 HELO J P MORGAN EXCHANGE TRADED F 42,731.0 $2.8M 0.05% NEW $66.43 +1.9%
263 BKNG BOOKING HOLDINGS INC Consumer Cyclical 527.0 $2.8M 0.05% NEW $5357.80 -97.1%
264 NKE NIKE INC Consumer Cyclical 44,030.0 $2.8M 0.05% NEW $63.71 -34.0%
265 USFR WISDOMTREE TR 55,429.0 $2.8M 0.05% NEW $50.32 +0.2%
266 SHY ISHARES TR 33,673.0 $2.8M 0.05% NEW $82.82 -0.9%
267 DFAE DIMENSIONAL ETF TRUST 85,492.0 $2.8M 0.05% NEW $32.57 +18.2%
268 OALC UNIFIED SER TR 77,680.0 $2.8M 0.05% NEW $35.45 +11.6%
269 XT ISHARES TR 39,120.0 $2.7M 0.05% NEW $69.74 +13.5%
270 PCY INVESCO EXCH TRADED FD TR II 124,741.0 $2.7M 0.05% NEW $21.66 -2.1%
271 BCD ABRDN ETFS 87,110.0 $2.7M 0.05% NEW $30.96 +22.0%
272 KLAC KLA CORP Technology 2,211.0 $2.7M 0.05% NEW $1215.27 +55.8%
273 VGT VANGUARD WORLD FD 3,551.0 $2.7M 0.05% NEW $753.76 -85.0%
274 SIXF AIM ETF PRODUCTS TRUST 83,686.0 $2.7M 0.05% NEW $31.91 +5.5%
275 SCHM SCHWAB STRATEGIC TR 88,759.0 $2.7M 0.05% NEW $30.07 +12.9%
276 VIG VANGUARD SPECIALIZED FUNDS 12,109.0 $2.7M 0.05% NEW $219.77 +4.4%
277 RY ROYAL BK CDA Financial Services 15,596.0 $2.7M 0.05% NEW $170.49 +5.5%
278 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 214,045.0 $2.6M 0.05% NEW $12.38 +16.2%
279 FTSL FIRST TR EXCHANGE-TRADED FD 56,226.0 $2.6M 0.05% NEW $45.88 -1.6%
280 HIMS HIMS & HERS HEALTH INC Healthcare 79,081.0 $2.6M 0.05% NEW $32.47 -25.3%
Page 14 of 49  ·  980 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 27.3%
Financial Services 20.5%
Consumer Cyclical 11.6%
Healthcare 9.0%
Communication Services 8.5%
Industrials 6.7%
Consumer Defensive 5.1%
Basic Materials 3.3%
Energy 3.0%
Utilities 2.9%