HFA

Hoover Financial Advisors Portfolio holdings

AUM $562M
1-Year Est. Return 37.9%
This Quarter Est. Return
1 Year Est. Return
+37.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$533M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 11.53%
2 Healthcare 8.26%
3 Communication Services 6.76%
4 Technology 2.71%
5 Energy 1.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SNSR icon
301
Global X Internet of Things ETF
SNSR
$203M
$33K 0.01%
1,010
WCN icon
302
Waste Connections
WCN
$42.8B
$33K 0.01%
274
NPTN
303
DELISTED
NEOPHOTONICS CORP
NPTN
$33K 0.01%
+3,511
AZN icon
304
AstraZeneca
AZN
$293B
$32K 0.01%
588
GLW icon
305
Corning
GLW
$80.7B
$32K 0.01%
710
+10
ANSS
306
DELISTED
Ansys
ANSS
$32K 0.01%
100
ARKQ icon
307
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.06B
$31K 0.01%
393
CTVA icon
308
Corteva
CTVA
$47B
$31K 0.01%
+648
MDLZ icon
309
Mondelez International
MDLZ
$73.9B
$31K 0.01%
501
TFC icon
310
Truist Financial
TFC
$64B
$31K 0.01%
507
+38
VTR icon
311
Ventas
VTR
$36.8B
$30K 0.01%
550
+4
ZM icon
312
Zoom
ZM
$24B
$30K 0.01%
100
+50
SIX
313
DELISTED
Six Flags Entertainment Corp.
SIX
$30K 0.01%
+680
AMP icon
314
Ameriprise Financial
AMP
$47.2B
$29K 0.01%
111
+11
HPI
315
John Hancock Preferred Income Fund
HPI
$435M
$29K 0.01%
1,390
JHMD icon
316
John Hancock Multifactor Developed International ETF
JHMD
$1.05B
$29K 0.01%
854
-35
NEE icon
317
NextEra Energy
NEE
$174B
$29K 0.01%
390
+38
TGNA icon
318
TEGNA Inc
TGNA
$3.03B
$29K 0.01%
1,532
VIS icon
319
Vanguard Industrials ETF
VIS
$6.91B
$29K 0.01%
148
+1
PHYS icon
320
Sprott Physical Gold
PHYS
$16.9B
$28K 0.01%
1,884
VCR icon
321
Vanguard Consumer Discretionary ETF
VCR
$6.53B
$28K 0.01%
92
+77
AER icon
322
AerCap
AER
$24.3B
$28K 0.01%
+500
ITA icon
323
iShares US Aerospace & Defense ETF
ITA
$14.7B
$27K 0.01%
255
IWN icon
324
iShares Russell 2000 Value ETF
IWN
$13B
$27K 0.01%
168
MOAT icon
325
VanEck Morningstar Wide Moat ETF
MOAT
$13.3B
$27K 0.01%
381