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
$364M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$5.52M
2
+$3.57M
3
+$2.53M
4
ABBV icon
AbbVie
ABBV
+$2.12M
5
XLNX
Xilinx Inc
XLNX
+$1.91M

Top Sells

1
+$7.65M
2
+$4.29M
3
+$2.43M
4
WEC icon
WEC Energy
WEC
+$1.45M
5
PNC icon
PNC Financial Services
PNC
+$1.41M

Sector Composition

1 Technology 15.08%
2 Financials 13.05%
3 Consumer Staples 11.51%
4 Healthcare 11.23%
5 Industrials 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$262K 0.07%
6,872
+956
252
$261K 0.07%
2,070
+100
253
$255K 0.07%
13,446
+2,325
254
$253K 0.07%
1,412
+1
255
$253K 0.07%
27,070
-296
256
$253K 0.07%
2,770
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257
$250K 0.07%
2,224
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258
$249K 0.07%
1,731
-1,763
259
$249K 0.07%
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260
$243K 0.07%
5,752
+1,986
261
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2,893
-12
262
$241K 0.07%
3,655
+37
263
$239K 0.07%
788
-36
264
$239K 0.07%
4,486
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265
$238K 0.07%
3,505
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266
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267
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$234K 0.06%
5,916
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269
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4,003
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270
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+4,488
271
$228K 0.06%
+1,283
272
$228K 0.06%
+2,893
273
$226K 0.06%
1,434
+175
274
$226K 0.06%
+5,603
275
$226K 0.06%
2,037
+161
9 10
11
12 13