RFG Advisory, LLC Diversified Active

CIK: 0001633387 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 8, 2018

Total Value ($000): $214,424 (100.0% shares, 0.0% debt)

Holdings (176)

RYDEX ETF TRUST 18.4%
Value ($000) $39,490 Shares 389,669 Est. Cost $92.38 Unrealized
EATON VANCE TX MGD DIV EQ IN 6.4%
Value ($000) $13,681 Shares 1,122,076 Est. Cost $11.34 Unrealized
BND VANGUARD BD INDEX FD INC 3.2%
Value ($000) $6,828 Shares 83,738 Est. Cost $81.80 Unrealized
IWB ISHARES TR 2.6%
Value ($000) $5,489 Shares 36,771 Est. Cost $137.80 Unrealized
AGG ISHARES TR 2.1%
Value ($000) $4,608 Shares 42,168 Est. Cost $109.16 Unrealized
VUG VANGUARD INDEX FDS 2.0%
Value ($000) $4,384 Shares 30,978 Est. Cost $135.50 Unrealized
IOO ISHARES TR 2.0%
Value ($000) $4,348 Shares 46,731 Est. Cost $87.72 Unrealized
VO VANGUARD INDEX FDS 1.8%
Value ($000) $3,965 Shares 25,509 Est. Cost $145.50 Unrealized
BIV VANGUARD BD INDEX FD INC 1.7%
Value ($000) $3,660 Shares 43,698 Est. Cost $84.08 Unrealized
SPDR SERIES TRUST 1.6%
Value ($000) $3,528 Shares 96,019 Est. Cost $36.90 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.6%
Value ($000) $3,385 Shares 33,055 Est. Cost $93.89 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $3,328 Shares 19,258 Est. Cost $30.01 Unrealized +30.2%
SO SOUTHERN CO 1.3%
Value ($000) $2,775 Shares 58,297 Est. Cost $29.61 Unrealized +23.1%
VCIT VANGUARD SCOTTSDALE FDS 1.2%
Value ($000) $2,620 Shares 29,994 Est. Cost $87.64 Unrealized
SPDW SPDR INDEX SHS FDS 1.2%
Value ($000) $2,520 Shares 79,503 Est. Cost $31.70 Unrealized
IVV ISHARES TR 1.1%
Value ($000) $2,458 Shares 9,072 Est. Cost $241.80 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 1.1%
Value ($000) $2,329 Shares 29,365 Est. Cost $79.92 Unrealized
KO COCA COLA CO 1.1%
Value ($000) $2,267 Shares 49,283 Est. Cost $31.65 Unrealized +12.6%
VEA VANGUARD TAX MANAGED INTL FD 1.0%
Value ($000) $2,198 Shares 48,771 Est. Cost $43.00 Unrealized
AGGY WISDOMTREE TR 1.0%
Value ($000) $2,067 Shares 40,750 Est. Cost $50.72 Unrealized
MGK VANGUARD WORLD FD 0.9%
Value ($000) $1,978 Shares 17,716 Est. Cost $96.57 Unrealized
SPMD SPDR SERIES TRUST 0.9%
Value ($000) $1,891 Shares 56,684 Est. Cost $33.36 Unrealized
VTV VANGUARD INDEX FDS 0.9%
Value ($000) $1,829 Shares 17,165 Est. Cost $101.96 Unrealized
META FACEBOOK INC 0.8%
Value ($000) $1,715 Shares 9,147 Est. Cost $114.64 Unrealized +53.1%
SPYD SPDR SER TR 0.8%
Value ($000) $1,686 Shares 45,019 Est. Cost $37.45 Unrealized
SPSM SPDR SER TR 0.8%
Value ($000) $1,673 Shares 55,493 Est. Cost $30.15 Unrealized
SPYG SPDR SERIES TRUST 0.8%
Value ($000) $1,645 Shares 49,841 Est. Cost $33.00 Unrealized
STIP ISHARES TR 0.7%
Value ($000) $1,599 Shares 16,007 Est. Cost $99.89 Unrealized
XJPIX NUVEEN PFD & INCOME TERM FD 0.7%
Value ($000) $1,539 Shares 62,155 Est. Cost $24.76 Unrealized
WTMF WISDOMTREE TR 0.7%
Value ($000) $1,535 Shares 38,321 Est. Cost $39.63 Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $1,471 Shares 10,398 Est. Cost $81.29 Unrealized +36.5%
VTI VANGUARD INDEX FDS 0.7%
Value ($000) $1,469 Shares 10,497 Est. Cost $110.90 Unrealized
AGZ ISHARES TR 0.7%
Value ($000) $1,452 Shares 12,841 Est. Cost $113.08 Unrealized
ABBV ABBVIE INC 0.7%
Value ($000) $1,412 Shares 14,219 Est. Cost $41.56 Unrealized +60.9%
SHYG ISHARES TR 0.6%
Value ($000) $1,325 Shares 28,117 Est. Cost $47.12 Unrealized
MO ALTRIA GROUP INC 0.6%
Value ($000) $1,319 Shares 18,726 Est. Cost $31.09 Unrealized +17.8%
FS INVT CORP 0.6%
Value ($000) $1,237 Shares 166,610 Est. Cost $7.81 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $1,224 Shares 11,296 Est. Cost $53.54 Unrealized +51.9%
SPTM SPDR SERIES TRUST 0.6%
Value ($000) $1,202 Shares 36,181 Est. Cost $33.22 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $1,187 Shares 22,634 Est. Cost $52.69 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,147 Shares 13,222 Est. Cost $55.08 Unrealized +3.7%
INTC INTEL CORP 0.5%
Value ($000) $1,136 Shares 25,320 Est. Cost $32.30 Unrealized +13.2%
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $1,116 Shares 21,289 Est. Cost $30.90 Unrealized +3.4%
T AT&T INC 0.5%
Value ($000) $1,071 Shares 27,880 Est. Cost $15.14 Unrealized +0.7%
POWERSHARES ETF TRUST II 0.5%
Value ($000) $1,045 Shares 45,297 Est. Cost $23.20 Unrealized
MSFT MICROSOFT CORP 0.5%
Value ($000) $991 Shares 11,296 Est. Cost $60.19 Unrealized +25.0%
SPEM SPDR INDEX SHS FDS 0.5%
Value ($000) $978 Shares 25,639 Est. Cost $38.15 Unrealized
CORPORATE CAP TR INC 0.5%
Value ($000) $968 Shares 61,179 Est. Cost $15.82 Unrealized
TIP ISHARES TR 0.5%
Value ($000) $967 Shares 8,495 Est. Cost $115.63 Unrealized
PAYX PAYCHEX INC 0.4%
Value ($000) $949 Shares 13,906 Est. Cost $40.28 Unrealized +28.2%
VNQ VANGUARD INDEX FDS 0.4%
Value ($000) $935 Shares 11,288 Est. Cost $81.97 Unrealized
EMHY ISHARES INC 0.4%
Value ($000) $935 Shares 18,707 Est. Cost $49.98 Unrealized
USRT ISHARES TR 0.4%
Value ($000) $927 Shares 18,684 Est. Cost $49.61 Unrealized
VOE VANGUARD INDEX FDS 0.4%
Value ($000) $925 Shares 8,282 Est. Cost $107.47 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $907 Shares 24,908 Est. Cost $19.88 Unrealized +19.7%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $907 Shares 3,338 Est. Cost $214.87 Unrealized
MAXIM INTEGRATED PRODS INC 0.4%
Value ($000) $880 Shares 16,301 Est. Cost $38.48 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $878 Shares 22,157 Est. Cost $22.49 Unrealized +24.4%
SPSB SPDR SERIES TRUST 0.4%
Value ($000) $876 Shares 28,812 Est. Cost $30.40 Unrealized
POWERSHARES ETF TR II 0.4%
Value ($000) $850 Shares 28,759 Est. Cost $29.72 Unrealized
AMGN AMGEN INC 0.4%
Value ($000) $847 Shares 4,699 Est. Cost $121.11 Unrealized +14.1%
MRK MERCK & CO INC 0.4%
Value ($000) $827 Shares 14,602 Est. Cost $42.08 Unrealized +2.2%
VOT VANGUARD INDEX FDS 0.4%
Value ($000) $812 Shares 6,340 Est. Cost $123.89 Unrealized
EWX SPDR INDEX SHS FDS 0.4%
Value ($000) $795 Shares 15,294 Est. Cost $50.48 Unrealized
POWERSHARES ETF TR II 0.4%
Value ($000) $788 Shares 30,700 Est. Cost $25.62 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.4%
Value ($000) $770 Shares 4,729 Est. Cost $94.89 Unrealized +7.6%
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $768 Shares 16,194 Est. Cost $39.76 Unrealized
SPYM SPDR SERIES TRUST 0.4%
Value ($000) $762 Shares 24,343 Est. Cost $31.30 Unrealized
D DOMINION ENERGY INC 0.3%
Value ($000) $745 Shares 9,526 Est. Cost $47.48 Unrealized +18.8%
WMT WAL-MART STORES INC 0.3%
Value ($000) $739 Shares 7,305 Est. Cost $19.25 Unrealized +39.3%
HD HOME DEPOT INC 0.3%
Value ($000) $736 Shares 3,840 Est. Cost $121.19 Unrealized +16.9%
SPAB SPDR SERIES TRUST 0.3%
Value ($000) $734 Shares 25,536 Est. Cost $28.74 Unrealized
VBR VANGUARD INDEX FDS 0.3%
Value ($000) $731 Shares 5,503 Est. Cost $129.25 Unrealized
BCE BCE INC 0.3%
Value ($000) $711 Shares 14,995 Est. Cost $24.33 Unrealized +18.3%
CNC CENTENE CORP DEL 0.3%
Value ($000) $680 Shares 6,477 Est. Cost $30.66 Unrealized +58.0%
DIS DISNEY WALT CO 0.3%
Value ($000) $640 Shares 5,839 Est. Cost $90.71 Unrealized +7.3%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $630 Shares 4,930 Est. Cost $59.76 Unrealized +39.8%
DLR DIGITAL RLTY TR INC 0.3%
Value ($000) $618 Shares 5,411 Est. Cost $77.80 Unrealized +13.8%
QCOM QUALCOMM INC 0.3%
Value ($000) $614 Shares 9,270 Est. Cost $46.00 Unrealized +6.5%
FPX FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $609 Shares 8,915 Est. Cost $66.27 Unrealized
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $607 Shares 5,075 Est. Cost $84.01 Unrealized +4.3%
VBK VANGUARD INDEX FDS 0.3%
Value ($000) $582 Shares 3,621 Est. Cost $155.68 Unrealized
BAC BANK AMER CORP 0.3%
Value ($000) $577 Shares 19,200 Est. Cost $19.56 Unrealized +16.4%
CCI CROWN CASTLE INTL CORP NEW 0.3%
Value ($000) $551 Shares 5,080 Est. Cost $61.74 Unrealized +23.9%
HOLLYFRONTIER CORP 0.3%
Value ($000) $551 Shares 10,665 Est. Cost $27.14 Unrealized
SUNTRUST BKS INC 0.3%
Value ($000) $548 Shares 8,276 Est. Cost $55.24 Unrealized
BSV VANGUARD BD INDEX FD INC 0.3%
Value ($000) $543 Shares 6,862 Est. Cost $79.64 Unrealized
AMZN AMAZON COM INC 0.3%
Value ($000) $537 Shares 441 Est. Cost $45.32 Unrealized +21.4%
MCD MCDONALDS CORP 0.3%
Value ($000) $537 Shares 3,087 Est. Cost $104.17 Unrealized +33.1%
IJR ISHARES TR 0.2%
Value ($000) $536 Shares 6,920 Est. Cost $89.73 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $536 Shares 5,355 Est. Cost $51.41 Unrealized +65.8%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $535 Shares 5,830 Est. Cost $64.13 Unrealized +13.3%
ILMN ILLUMINA INC 0.2%
Value ($000) $529 Shares 2,330 Est. Cost $152.67 Unrealized +34.8%
PIMCO HIGH INCOME FD 0.2%
Value ($000) $526 Shares 67,931 Est. Cost $9.44 Unrealized
O REALTY INCOME CORP 0.2%
Value ($000) $523 Shares 9,445 Est. Cost $33.75 Unrealized +8.8%
TROW PRICE T ROWE GROUP INC 0.2%
Value ($000) $521 Shares 4,766 Est. Cost $49.03 Unrealized +46.4%
FTSM FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $516 Shares 8,594 Est. Cost $59.93 Unrealized
PIMCO DYNMIC CREDIT AND MRT 0.2%
Value ($000) $501 Shares 22,190 Est. Cost $20.18 Unrealized
CBRL CRACKER BARREL OLD CTRY STOR 0.2%
Value ($000) $487 Shares 2,860 Est. Cost $98.14 Unrealized +14.3%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $486 Shares 7,862 Est. Cost $40.52 Unrealized +11.3%
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $483 Shares 7,295 Est. Cost $62.88 Unrealized
IEI ISHARES TR 0.2%
Value ($000) $482 Shares 3,944 Est. Cost $122.86 Unrealized
CLX CLOROX CO DEL 0.2%
Value ($000) $481 Shares 3,286 Est. Cost $96.80 Unrealized +11.1%
DVY ISHARES TR 0.2%
Value ($000) $469 Shares 4,730 Est. Cost $83.84 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $460 Shares 6,194 Est. Cost $68.04 Unrealized -17.8%
FAST FASTENAL CO 0.2%
Value ($000) $451 Shares 8,136 Est. Cost $8.96 Unrealized +12.0%
FLOT ISHARES TR 0.2%
Value ($000) $441 Shares 8,680 Est. Cost $50.79 Unrealized
CMI CUMMINS INC 0.2%
Value ($000) $440 Shares 2,420 Est. Cost $77.92 Unrealized +77.4%
CAT CATERPILLAR INC DEL 0.2%
Value ($000) $434 Shares 2,654 Est. Cost $102.10 Unrealized +13.9%
ARCC ARES CAP CORP 0.2%
Value ($000) $432 Shares 27,288 Est. Cost $6.20 Unrealized +20.6%
DOWDUPONT INC 0.2%
Value ($000) $427 Shares 5,696 Est. Cost $71.94 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $410 Shares 2,021 Est. Cost $132.77 Unrealized +43.0%
FPE FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $406 Shares 20,230 Est. Cost $19.77 Unrealized
MDIV FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $396 Shares 20,588 Est. Cost $19.39 Unrealized
GOOGL ALPHABET INC 0.2%
Value ($000) $374 Shares 341 Est. Cost $43.13 Unrealized +18.8%
IP INTL PAPER CO 0.2%
Value ($000) $368 Shares 5,946 Est. Cost $27.50 Unrealized +36.7%
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $361 Shares 5,098 Est. Cost $54.15 Unrealized
IJH ISHARES TR 0.2%
Value ($000) $360 Shares 1,878 Est. Cost $175.49 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $357 Shares 326 Est. Cost $47.22 Unrealized +7.0%
MINT PIMCO ETF TR 0.2%
Value ($000) $355 Shares 3,500 Est. Cost $101.43 Unrealized
SPIB SPDR SERIES TRUST 0.2%
Value ($000) $354 Shares 10,353 Est. Cost $34.14 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.2%
Value ($000) $346 Shares 5,453 Est. Cost $48.11 Unrealized +18.1%
EXPRESS SCRIPTS HLDG CO 0.2%
Value ($000) $341 Shares 4,477 Est. Cost $80.02 Unrealized
RSG REPUBLIC SVCS INC 0.2%
Value ($000) $341 Shares 5,015 Est. Cost $51.82 Unrealized +9.4%
MET METLIFE INC 0.2%
Value ($000) $339 Shares 6,535 Est. Cost $35.32 Unrealized +12.9%
GENERAL ELECTRIC CO 0.2%
Value ($000) $338 Shares 19,044 Est. Cost $24.66 Unrealized
OPPENHEIMER ETF TR 0.2%
Value ($000) $331 Shares 8,995 Est. Cost $34.05 Unrealized
VFC V F CORP 0.2%
Value ($000) $326 Shares 4,222 Est. Cost $49.38 Unrealized +33.8%
BMY BRISTOL MYERS SQUIBB CO 0.2%
Value ($000) $324 Shares 5,240 Est. Cost $41.03 Unrealized +13.2%
CERNER CORP 0.1%
Value ($000) $321 Shares 4,575 Est. Cost $54.45 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.1%
Value ($000) $320 Shares 5,331 Est. Cost $53.58 Unrealized
CCL CARNIVAL CORP 0.1%
Value ($000) $318 Shares 4,808 Est. Cost $50.33 Unrealized +20.7%
PEP PEPSICO INC 0.1%
Value ($000) $314 Shares 2,650 Est. Cost $82.98 Unrealized +7.2%
STAG STAG INDL INC 0.1%
Value ($000) $311 Shares 11,746 Est. Cost $25.88 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $308 Shares 5,808 Est. Cost $43.08 Unrealized
WELL WELLTOWER INC 0.1%
Value ($000) $305 Shares 4,858 Est. Cost $51.82 Unrealized -2.7%
AOA ISHARES TR 0.1%
Value ($000) $301 Shares 5,490 Est. Cost $46.38 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $297 Shares 1,400 Est. Cost $14.03 Unrealized +37.2%
VB VANGUARD INDEX FDS 0.1%
Value ($000) $291 Shares 1,943 Est. Cost $132.80 Unrealized
SPIP SPDR SERIES TRUST 0.1%
Value ($000) $288 Shares 5,122 Est. Cost $56.23 Unrealized
GLD SPDR GOLD TRUST 0.1%
Value ($000) $285 Shares 2,276 Est. Cost $118.78 Unrealized
IDV ISHARES TR 0.1%
Value ($000) $283 Shares 8,204 Est. Cost $31.33 Unrealized
BA BOEING CO 0.1%
Value ($000) $278 Shares 910 Est. Cost $222.11 Unrealized +15.9%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $278 Shares 9,837 Est. Cost $26.41 Unrealized
PSA PUBLIC STORAGE 0.1%
Value ($000) $274 Shares 1,346 Est. Cost $151.35 Unrealized 0.0%
1741046D STERIS PLC 0.1%
Value ($000) $273 Shares 3,079 Est. Cost $69.45 Unrealized
VCR VANGUARD WORLD FDS 0.1%
Value ($000) $271 Shares 1,693 Est. Cost $138.61 Unrealized
DVYE ISHARES INC 0.1%
Value ($000) $267 Shares 6,166 Est. Cost $41.72 Unrealized
MUB ISHARES TR 0.1%
Value ($000) $266 Shares 2,404 Est. Cost $111.42 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $264 Shares 1,671 Est. Cost $129.10 Unrealized +10.1%
LMBS FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $260 Shares 5,028 Est. Cost $51.91 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $259 Shares 4,378 Est. Cost $46.79 Unrealized +1.3%
HYLS FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $258 Shares 5,269 Est. Cost $48.76 Unrealized
ALPS ETF TR 0.1%
Value ($000) $257 Shares 23,517 Est. Cost $12.28 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $254 Shares 1,990 Est. Cost $78.36 Unrealized +10.1%
ADM ARCHER DANIELS MIDLAND CO 0.1%
Value ($000) $251 Shares 6,261 Est. Cost $34.43 Unrealized -6.1%
HANESBRANDS INC 0.1%
Value ($000) $250 Shares 11,637 Est. Cost $25.33 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 0.1%
Value ($000) $249 Shares 3,725 Est. Cost $62.21 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $248 Shares 2,101 Est. Cost $95.96 Unrealized +7.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $248 Shares 762 Est. Cost $197.84 Unrealized +28.2%
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $246 Shares 1,311 Est. Cost $182.17 Unrealized
FBT FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $246 Shares 1,949 Est. Cost $125.71 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $235 Shares 1,994 Est. Cost $84.40 Unrealized +13.9%
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $233 Shares 7,503 Est. Cost $31.05 Unrealized
RWO SPDR INDEX SHS FDS 0.1%
Value ($000) $232 Shares 4,745 Est. Cost $48.89 Unrealized
XEL XCEL ENERGY INC 0.1%
Value ($000) $228 Shares 4,817 Est. Cost $35.60 Unrealized +8.3%
FLRN SPDR SER TR 0.1%
Value ($000) $226 Shares 7,356 Est. Cost $30.70 Unrealized
MMM 3M CO 0.1%
Value ($000) $222 Shares 930 Est. Cost $144.97 Unrealized 0.0%
V VISA INC 0.1%
Value ($000) $219 Shares 1,862 Est. Cost $104.38 Unrealized 0.0%
NVS NOVARTIS A G 0.1%
Value ($000) $219 Shares 2,541 Est. Cost $74.23 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $217 Shares 2,796 Est. Cost $70.70 Unrealized -20.5%
IGSB ISHARES TR 0.1%
Value ($000) $211 Shares 2,019 Est. Cost $105.18 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $211 Shares 944 Est. Cost $186.06 Unrealized 0.0%
POWERSHARES DB CMDTY IDX TRA 0.1%
Value ($000) $207 Shares 12,406 Est. Cost $14.32 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $200 Shares 1,184 Est. Cost $104.73 Unrealized 0.0%
DNN DENISON MINES CORP 0.0%
Value ($000) $9 Shares 15,500 Est. Cost $0.49 Unrealized 0.0%