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
51
$1.43M 0.46%
25,223
52
$1.37M 0.44%
10,023
53
$1.32M 0.43%
7,351
54
$1.3M 0.42%
24,556
55
$1.3M 0.42%
25,937
56
$1.29M 0.42%
14,899
57
$1.27M 0.41%
21,125
58
$1.23M 0.4%
10,376
59
$1.21M 0.39%
12,893
60
$1.21M 0.39%
24,832
61
$1.17M 0.38%
21,112
62
$1.16M 0.37%
11,332
63
$1.1M 0.35%
81,550
64
$1.09M 0.35%
30,471
65
$1.09M 0.35%
34,211
66
$1.08M 0.35%
19,232
67
$1.07M 0.34%
42,990
68
$1.05M 0.34%
14,678
69
$1.05M 0.34%
8,649
70
$1.04M 0.34%
7,853
71
$1.04M 0.33%
18,551
72
$1M 0.32%
5,766
73
$990K 0.32%
5,082
74
$969K 0.31%
4,710
75
$967K 0.31%
22,282
1 2
3
4 5