HAG

HighPoint Advisor Group Portfolio holdings

AUM $1.72B
This Quarter Return
-1.95%
1 Year Return
+18.17%
3 Year Return
5 Year Return
10 Year Return
AUM
$1.72B
AUM Growth
-$123M
Cap. Flow
+$21.2M
Cap. Flow %
1.23%
Top 10 Hldgs %
36.19%
Holding
726
New
28
Increased
352
Reduced
260
Closed
65

Sector Composition

1Technology31.61%
2Financials14.49%
3Consumer Discretionary10.61%
4Healthcare10.01%
5Industrials8.59%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-2,245
Closed
-$286K
-11,370
Closed
-$65.2K
-11,268
Closed
-$4.4K
-3,734
Closed
-$207K
-22,250
Closed
-$4
-6,439
Closed
-$227K
-12,000
Closed
-$1