HA
HFG Advisors Portfolio holdings
AUM
$126M
This Quarter Return
+4.04%
1 Year Return
+13.26%
3 Year Return
+55.31%
5 Year Return
–
10 Year Return
–
AUM
$87.8M
AUM Growth
+$87.8M
(+3.2%)
Cap. Flow
+$296K
Cap. Flow
% of AUM
0.34%
Top 10 Holdings %
Top 10 Hldgs %
46.85%
Holding
99
New
6
Increased
30
Reduced
15
Closed
11
Top Buys
| 1 |
First Trust Consumer Discretionary AlphaDEX Fund
FXD
|
$489K |
| 2 |
United Airlines
UAL
|
$485K |
| 3 |
First Trust Nasdaq Semiconductor ETF
FTXL
|
$463K |
| 4 |
American Airlines Group
AAL
|
$418K |
| 5 |
Stellantis
STLA
|
$393K |
Top Sells
| 1 |
First Trust Nasdaq Oil & Gas ETF
FTXN
|
$476K |
| 2 |
First Trust Energy AlphaDEX Fund
FXN
|
$444K |
| 3 |
Coterra Energy
CTRA
|
$357K |
| 4 |
iShares US Oil & Gas Exploration & Production ETF
IEO
|
$356K |
| 5 |
American Express
AXP
|
$339K |
Sector Composition
| 1 | Financials | 3.22% |
| 2 | Consumer Staples | 2.98% |
| 3 | Energy | 2.69% |
| 4 | Industrials | 2.61% |
| 5 | Technology | 1.77% |
