Hoover Financial Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Altria Group
MO
|
+$9.43M |
| 2 |
Innovator US Equity Ultra Buffer ETF July
UJUL
|
+$1.91M |
| 3 |
Innovator US Equity Power Buffer ETF July
PJUL
|
+$1.6M |
| 4 |
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
|
+$1.52M |
| 5 |
Innovator US Equity Power Buffer ETF June
PJUN
|
+$1.04M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$134M |
| 2 |
Vanguard Russell 1000 Value ETF
VONV
|
+$30.5M |
| 3 |
AT&T
T
|
+$3.97M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.37M |
| 5 |
Overlay Shares Core Bond ETF
OVB
|
+$494K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 10.68% |
| 2 | Healthcare | 8.08% |
| 3 | Communication Services | 5.26% |
| 4 | Consumer Staples | 3% |
| 5 | Technology | 3% |
Similar funds
Hoover Financial Advisors's Q2 2021 Portfolio in Review
As of Q2 2021, Hoover Financial Advisors held 710 positions worth $562M, up 5.4% from $533M the previous quarter. Its ten largest holdings account for 59% of the portfolio.
Hoover Financial Advisors withdrew a net $150M in Q2 2021, closing 37 positions and reducing 87 holdings. Its most notable exit was Carpenter Technology, an estimated $437K position sold in full.
By sector, the portfolio is most concentrated in Industrials at 11% of assets, down from 12% a quarter earlier, followed by Healthcare and Communication Services.
Against the trend, Hoover Financial Advisors opened a new position in Innovator US Equity Ultra Buffer ETF July worth $1.92M.
- Hoover Financial Advisors's largest Q2 2021 buy was Innovator US Equity Ultra Buffer ETF July: 71,147 shares worth $1.92M.
- Hoover Financial Advisors added most to Altria Group in Q2 2021, an estimated $9.43M increase.
- Hoover Financial Advisors's biggest Q2 2021 reduction was Vanguard Russell 1000 Growth ETF, cutting an estimated $134M.
- Hoover Financial Advisors fully exited Carpenter Technology in Q2 2021, selling an estimated $437K.
- Hoover Financial Advisors's ten largest holdings make up 59% of its $562M portfolio in Q2 2021.
- Hoover Financial Advisors opened 87 new positions and closed 37 in Q2 2021.
- Hoover Financial Advisors's portfolio value rose 5.4% quarter-over-quarter to $562M.
Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.