HA

HFG Advisors Portfolio holdings

AUM $126M
1-Year Est. Return 13.26%
This Quarter Est. Return
1 Year Est. Return
+13.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$6.08M
3
+$5.28M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$3.52M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.98M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 4.31%
2 Financials 3.94%
3 Communication Services 3.2%
4 Technology 2.84%
5 Healthcare 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$216K 0.24%
+1,075
77
$210K 0.24%
+2,599
78
$209K 0.24%
+1,816
79
$205K 0.23%
+493
80
$202K 0.23%
+1,494
81
$202K 0.23%
+792
82
$195K 0.22%
+14,328
83
$143K 0.16%
+10,378
84
$81K 0.09%
+10,075
85
$45K 0.05%
+10,461
1 2 3
4