HA
HFG Advisors Portfolio holdings
AUM
$126M
This Quarter Return
+8.48%
1 Year Return
+13.26%
3 Year Return
+55.31%
5 Year Return
–
10 Year Return
–
AUM
$88.8M
AUM Growth
–
Cap. Flow
+$88.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
45.48%
Holding
85
New
85
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$10.2M |
| 2 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
$6.08M |
| 3 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
$5.28M |
| 4 |
iShares Russell 1000 ETF
IWB
|
$3.52M |
| 5 |
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% |
