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
$821M
AUM Growth
+$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$14.9M
3
+$11.7M
4
ABT icon
Abbott
ABT
+$9.44M
5
ABBV icon
AbbVie
ABBV
+$9.16M

Top Sells

1
+$8.35B
2
+$21.8M
3
+$12.5M
4
CLX icon
Clorox
CLX
+$11.2M
5
FI icon
Fiserv
FI
+$6.83M

Sector Composition

1 Technology 26.21%
2 Healthcare 14.67%
3 Consumer Discretionary 13.39%
4 Financials 12.23%
5 Communication Services 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$201K 0.02%
+2,124
427
$201K 0.02%
+2,949
428
$201K 0.02%
19,915
-2,000
429
$200K 0.02%
+742
430
$198K 0.02%
+1,910
431
$197K 0.02%
+26,826
432
$197K 0.02%
+11,116
433
$196K 0.02%
+10,599
434
$190K 0.02%
16,767
-109
435
$186K 0.02%
45,200
436
$176K 0.02%
+11,250
437
$175K 0.02%
13,966
-912
438
$168K 0.02%
2,776
+827
439
$167K 0.02%
+10,282
440
$162K 0.02%
+17,053
441
$148K 0.02%
+14,000
442
$126K 0.02%
+3,803
443
$125K 0.02%
+95
444
$124K 0.02%
+13,979
445
$122K 0.01%
15,279
+110
446
$115K 0.01%
1,049
+147
447
$113K 0.01%
+29,205
448
$113K 0.01%
+12,700
449
$97K 0.01%
47,455
-7,468
450
$87K 0.01%
25,074
-7,510
16 17
18
19 20