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
$311M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
278
New
Increased
Reduced
Closed

Top Buys

1 +$44.1K

Top Sells

1 +$610K
2 +$40.5K

Sector Composition

1 Healthcare 14.01%
2 Technology 12.42%
3 Industrials 11.86%
4 Communication Services 11.08%
5 Financials 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.43M 0.78%
75,450
-1,257
27
$2.36M 0.76%
36,844
28
$2.27M 0.73%
84,543
29
$2.23M 0.72%
110,659
30
$2.22M 0.71%
48,722
31
$2.14M 0.69%
19,070
32
$2.11M 0.68%
20,879
33
$2.1M 0.68%
13,752
34
$2.08M 0.67%
25,605
35
$1.95M 0.63%
49,218
36
$1.86M 0.6%
14,355
37
$1.85M 0.6%
68,106
38
$1.84M 0.59%
57,574
39
$1.84M 0.59%
16,059
40
$1.82M 0.59%
38,580
41
$1.76M 0.57%
38,020
42
$1.55M 0.5%
13,920
43
$1.55M 0.5%
141,806
44
$1.53M 0.49%
17,734
45
$1.5M 0.48%
10,478
46
$1.49M 0.48%
68,779
47
$1.48M 0.48%
5,488
48
$1.47M 0.47%
40,505
49
$1.44M 0.46%
18,882
50
$1.44M 0.46%
19,636