HAG
CRF

HF Advisory Group’s Cornerstone Total Return Fund CRF Stock Holding History

HF Advisory Group’s Portfolio CRF Stock Details CRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$142K Buy
19,779
+726
+4% +$5.22K 0.04% 168
2026
Q1 		$132K Buy
19,053
+682
+4% +$5.13K 0.05% 166
2025
Q4 		$147K Buy
18,371
+597
+3% +$4.76K 0.05% 166
2025
Q3 		$143K Buy
17,774
+578
+3% +$4.54K 0.05% 164
2025
Q2 		$133K Buy
17,196
+270
+2% +$1.92K 0.05% 162
2025
Q1 		$119K Sell
16,926
-172
-1% -$1.4K 0.05% 159
2024
Q4 		$146K Buy
17,098
+414
+2% +$3.52K 0.07% 158
2024
Q3 		$132K Buy
16,684
+445
+3% +$3.39K 0.06% 163
2024
Q2 		$125K Buy
16,239
+440
+3% +$3.27K 0.06% 163
2024
Q1 		$116K Buy
15,799
+608
+4% +$4.3K 0.07% 155
2023
Q4 		$105K Buy
15,191
+467
+3% +$3.27K 0.07% 150
2023
Q3 		$115K Buy
14,724
+492
+3% +$3.93K 0.09% 147
2023
Q2 		$112K Buy
14,232
+483
+4% +$3.57K 0.09% 134
2023
Q1 		$99.6K Buy
13,749
+531
+4% +$3.94K 0.09% 133
2022
Q4 		$92K Buy
+13,218
New +$103K 0.09% 130

Other funds holding CRF

MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return