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Profesionally Managed Portfo shares owned by Resources Investment Advisors

Quarter-by-quarter ownership of Profesionally Managed Portfo (CAFX) shares owned by Resources Investment Advisors from 13F filings

Historical chart of Resources Investment Advisors investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Resources Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by Resources Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 68k 25.02
2025-06-30 $2.4M 97k 24.94
2025-03-31 $2.3M 91k 24.79
2024-12-31 $2.1M 86k 24.44

More positions owned by Resources Investment Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core Total Usd (IUSB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 100 Etf (OEF)
Dimensional Etf Trust Short Duration F (DFSD)
Apple (AAPL)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Em Ex St-owned (XSOE)

View all positions for Resources Investment Advisors

Top funds holding Profesionally Managed Portfo

Advisor Group Holdings
Congress Wealth Management LLC / DE /
Envestnet Asset Management
Envestnet Portfolio Solutions
Principal Securities
Mml Investors Services
Hilltop Holdings
Branch Banking & Trust Company
Goldman Sachs Group
National Asset Management
Flow Traders US
Resources Investment Advisors
Kestra Advisory Services
Essex Savings Bank
Kestra Investment Management

View all funds holding Profesionally Managed Portfo