RFG Advisory, LLC - Portfolio overview

RFG Advisory, LLC has 1149 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. BDBT - EXCHANGE TRADED CONCEPTS TRU, 7.50%
2. BLUX - EXCHANGE TRADED CONCEPTS TRU, 7.46%
3. BINT - EXCHANGE TRADED CONCEPTS TRU, 5.11%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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