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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 20 of 49  ·  980 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 RIO RIO TINTO PLC Basic Materials 20,861.0 $1.7M 0.03% NEW $80.03 +30.2%
382 FMHI FIRST TR EXCH TRADED FD III 34,599.0 $1.7M 0.03% NEW $47.93 -0.2%
383 FSK FS KKR CAP CORP Financial Services 111,469.0 $1.7M 0.03% NEW $14.81 -26.7%
384 THRO BLACKROCK ETF TRUST 42,540.0 $1.6M 0.03% NEW $38.56 +9.8%
385 ARES ARES MANAGEMENT CORPORATION Financial Services 10,102.0 $1.6M 0.03% NEW $161.63 -24.3%
386 TVTX TRAVERE THERAPEUTICS INC Healthcare 42,727.0 $1.6M 0.03% NEW $38.21 +11.7%
387 HYBI NEOS ETF TRUST 32,417.0 $1.6M 0.03% NEW $50.32 -2.4%
388 AFLG FIRST TR EXCHNG TRADED FD VI 41,653.0 $1.6M 0.03% NEW $39.10 +10.3%
389 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2,804.0 $1.6M 0.03% NEW $580.79 -25.4%
390 WSO WATSCO INC Industrials 4,814.0 $1.6M 0.03% NEW $336.96 +19.6%
391 VTC VANGUARD SCOTTSDALE FDS 20,888.0 $1.6M 0.03% NEW $77.64 -1.9%
392 ITA ISHARES TR 7,554.0 $1.6M 0.03% NEW $214.68 +2.1%
393 GILD GILEAD SCIENCES INC Healthcare 13,205.0 $1.6M 0.03% NEW $122.74 +6.2%
394 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 12,791.0 $1.6M 0.03% NEW $125.87 -43.9%
395 EMR EMERSON ELEC CO Industrials 12,127.0 $1.6M 0.03% NEW $132.72 -0.3%
396 PJAN INNOVATOR ETFS TRUST 34,004.0 $1.6M 0.03% NEW $47.02 +4.2%
397 CMCSA COMCAST CORP NEW Communication Services 53,430.0 $1.6M 0.03% NEW $29.89 -17.1%
398 IRMD IRADIMED CORP Healthcare 16,384.0 $1.6M 0.03% NEW $97.28 -10.7%
399 AES AES CORP Utilities 110,900.0 $1.6M 0.03% NEW $14.34 +1.2%
400 SCHV SCHWAB STRATEGIC TR 53,509.0 $1.6M 0.03% NEW $29.61 +10.0%
Page 20 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%