Sign In
test

Michael Hackman

Hfg Advisors, Inc.

Assets Managed
$142.092M
Holdings
117
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
2.97%(2Q avg: 2.38%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Hfg Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 117 positions.

Assets under management

The assets under management (AUM) of Hfg Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 142.092M in assets, with a quarterly growth rate of 2.97% and a 2-quarter average growth rate of 2.38%. The portfolio is managed by Michael Hackman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -3.24%
7.98%
$11.335M
19,639 shares@ $577.19 avg price
FV
First Trust Dw Focus 5 Fund
Recent Activity
Increased 0.15%
6.12%
$8.684M
143,684 shares@ $60.44 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 22.2%
6.08%
$8.63M
126,396 shares@ $68.29 avg price
FDL
First Trust Morn Dvd Lead In
Recent Activity
Increased 1.78%
4.38%
$6.211M
122,254 shares@ $50.81 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Increased 3.56%
4.36%
$6.186M
33,568 shares@ $184.29 avg price
VOT
Vanguard Mid-cap Growth Etf
Recent Activity
Increased 3.91%
4.04%
$5.737M
22,292 shares@ $257.36 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Increased 1.21%
3%
$4.251M
11,923 shares@ $356.57 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
Increased 1.76%
2.23%
$3.166M
55,756 shares@ $56.8 avg price
FTC
First Trust Large Cap Growth
Recent Activity
Increased 1.38%
2.2%
$3.117M
20,219 shares@ $154.15 avg price
HYG
Ishares Iboxx High Yld Corp
Recent Activity
Increased 4.13%
1.98%
$2.811M
35,338 shares@ $79.57 avg price

1-10 of 117