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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 22 of 49  ·  980 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 BRZE BRAZE INC Technology 43,006.0 $1.5M 0.03% NEW $34.29 -37.0%
422 HL HECLA MNG CO Basic Materials 76,662.0 $1.5M 0.03% NEW $19.19 -9.3%
423 BINC BLACKROCK ETF TRUST II 27,870.0 $1.5M 0.03% NEW $52.77 -1.4%
424 FMDE FIDELITY COVINGTON TRUST 40,374.0 $1.5M 0.03% NEW $36.38 +5.6%
425 IESC IES HLDGS INC Industrials 3,741.0 $1.5M 0.03% NEW $389.01 +67.9%
426 GWX SPDR INDEX SHS FDS 35,257.0 $1.4M 0.03% NEW $40.86 +11.6%
427 EFA ISHARES TR 14,992.0 $1.4M 0.03% NEW $96.03 +6.5%
428 XLG INVESCO EXCHANGE TRADED FD T 24,182.0 $1.4M 0.03% NEW $59.28 +6.9%
429 FORTINET INC 18,036.0 $1.4M 0.03% NEW $79.41
430 IVE ISHARES TR 6,736.0 $1.4M 0.03% NEW $212.09 +5.6%
431 DTCR GLOBAL X FDS 67,674.0 $1.4M 0.03% NEW $21.10 +39.0%
432 PBDC PUTNAM ETF TRUST 46,639.0 $1.4M 0.03% NEW $30.60 -11.0%
433 CGGE CAPITAL GROUP GLOBAL EQUITY 44,359.0 $1.4M 0.03% NEW $31.63 +5.7%
434 EMB ISHARES TR 14,569.0 $1.4M 0.03% NEW $96.28 -1.7%
435 GHY PGIM GLOBAL HIGH YIELD FD FO Financial Services 113,475.0 $1.4M 0.03% NEW $12.34 -3.6%
436 CTA SIMPLIFY EXCHANGE TRADED FUN 51,340.0 $1.4M 0.03% NEW $27.26 +19.0%
437 DIVI FRANKLIN TEMPLETON ETF TR 35,775.0 $1.4M 0.03% NEW $38.89 +8.9%
438 DSI ISHARES TR 10,793.0 $1.4M 0.03% NEW $128.83 +8.8%
439 VT VANGUARD INTL EQUITY INDEX F 9,755.0 $1.4M 0.03% NEW $141.05 +8.7%
440 CMI CUMMINS INC Industrials 2,667.0 $1.4M 0.03% NEW $510.44 +32.9%
Page 22 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%