HAG

HighPoint Advisor Group Portfolio holdings

AUM $2.1B
1-Year Est. Return 30.51%
This Quarter Est. Return
1 Year Est. Return
+30.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.1B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$6.98M
3
+$3.6M
4
UNH icon
UnitedHealth
UNH
+$3.1M
5
AAPL icon
Apple
AAPL
+$2.84M

Top Sells

1
+$5.32M
2
+$3.35M
3
+$2.39M
4
PFE icon
Pfizer
PFE
+$1.71M
5
JPM icon
JPMorgan Chase
JPM
+$1.43M

Sector Composition

1 Technology 35.51%
2 Financials 13.18%
3 Consumer Discretionary 10.97%
4 Healthcare 9.41%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AIZ icon
476
Assurant
AIZ
$11.7B
$349K 0.02%
1,609
+370
CINF icon
477
Cincinnati Financial
CINF
$25.8B
$348K 0.02%
2,203
+651
RY icon
478
Royal Bank of Canada
RY
$233B
$345K 0.02%
2,343
+246
PAYC icon
479
Paycom
PAYC
$8.94B
$345K 0.02%
1,656
-403
ACHR icon
480
Archer Aviation
ACHR
$5.84B
$344K 0.02%
35,919
+1,237
PSTG icon
481
Pure Storage
PSTG
$23B
$344K 0.02%
4,102
-1,376
PFGC icon
482
Performance Food Group
PFGC
$14.8B
$344K 0.02%
3,303
-1,352
NI icon
483
NiSource
NI
$19.6B
$344K 0.02%
7,936
+882
MKC icon
484
McCormick & Company Non-Voting
MKC
$18.3B
$340K 0.02%
5,084
-70
EA icon
485
Electronic Arts
EA
$51.1B
$336K 0.02%
1,668
-66
MANH icon
486
Manhattan Associates
MANH
$10.6B
$335K 0.02%
1,636
-163
CDW icon
487
CDW
CDW
$18.9B
$334K 0.02%
2,099
-132
CRDO icon
488
Credo Technology Group
CRDO
$25.3B
$333K 0.02%
+2,290
PNR icon
489
Pentair
PNR
$17.1B
$333K 0.02%
3,004
+292
BRO icon
490
Brown & Brown
BRO
$27.6B
$333K 0.02%
3,547
-244
NTRA icon
491
Natera
NTRA
$31.7B
$332K 0.02%
2,064
+38
POOL icon
492
Pool Corp
POOL
$8.82B
$332K 0.02%
1,070
-19
MTSI icon
493
MACOM Technology Solutions
MTSI
$13.2B
$331K 0.02%
2,658
-27
ARES icon
494
Ares Management
ARES
$38.3B
$330K 0.02%
2,062
-9
MFC icon
495
Manulife Financial
MFC
$60.4B
$330K 0.02%
10,583
+225
VOYA icon
496
Voya Financial
VOYA
$7.16B
$327K 0.02%
4,374
+24
MUFG icon
497
Mitsubishi UFJ Financial
MUFG
$179B
$324K 0.02%
20,305
+1,302
WST icon
498
West Pharmaceutical
WST
$19.2B
$323K 0.02%
1,232
-12
ZS icon
499
Zscaler
ZS
$37.1B
$323K 0.02%
1,078
-125
HIG icon
500
Hartford Financial Services
HIG
$38.4B
$322K 0.02%
2,415
-37
18 19
20
21 22