HAG

HighPoint Advisor Group Portfolio holdings

AUM $1.88B
1-Year Est. Return 26.16%
This Quarter Est. Return
1 Year Est. Return
+26.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$485M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$1.72M
3
+$978K
4
ABBV icon
AbbVie
ABBV
+$927K
5
BA icon
Boeing
BA
+$926K

Top Sells

1
+$950K
2
+$861K
3
+$814K
4
INTU icon
Intuit
INTU
+$798K
5
CELG
Celgene Corp
CELG
+$779K

Sector Composition

1 Technology 18.71%
2 Consumer Staples 13.04%
3 Financials 12.7%
4 Healthcare 12.28%
5 Communication Services 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$355K 0.07%
1,612
-2,556
227
$352K 0.07%
1,761
-3
228
$352K 0.07%
3,244
+333
229
$351K 0.07%
3,672
+21
230
$349K 0.07%
694
+187
231
$344K 0.07%
15,110
+2,068
232
$343K 0.07%
5,874
-154
233
$343K 0.07%
25,809
+236
234
$341K 0.07%
8,760
235
$338K 0.07%
+3,930
236
$337K 0.07%
2,943
+40
237
$333K 0.07%
11,370
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238
$331K 0.07%
9,813
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239
$330K 0.07%
2,097
-111
240
$320K 0.07%
1,859
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241
$320K 0.07%
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242
$319K 0.07%
5,936
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243
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2,196
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244
$317K 0.07%
5,532
+1,128
245
$316K 0.07%
2,306
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246
$316K 0.07%
18,200
+1,150
247
$311K 0.06%
8,637
+190
248
$311K 0.06%
3,307
+479
249
$310K 0.06%
10,007
+378
250
$310K 0.06%
1,855
+505
8 9
10
11 12