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
$1.67B
AUM Growth
+$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1 +$18.1M
2 +$10.5M
3 +$9.73M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.7M
5
NVDA icon
NVIDIA
NVDA
+$8.48M

Top Sells

1 +$1.79M
2 +$1.19M
3 +$1.04M
4
CELH icon
Celsius Holdings
CELH
+$804K
5
ALPN
Alpine Immune Sciences Inc
ALPN
+$621K

Sector Composition

1 Technology 31.97%
2 Financials 12.77%
3 Healthcare 11.79%
4 Consumer Discretionary 9.77%
5 Industrials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$5.76M 0.34%
28,648
+1,291
52
$5.75M 0.34%
33,095
-905
53
$5.61M 0.33%
54,050
+16,547
54
$5.58M 0.33%
33,411
+1,009
55
$5.38M 0.32%
111,728
+29,078
56
$5.28M 0.32%
77,960
+3,885
57
$5.23M 0.31%
10,738
+381
58
$5.21M 0.31%
38,413
+8,476
59
$5.2M 0.31%
161,295
60
$5.19M 0.31%
14,760
+5,817
61
$5.09M 0.3%
20,748
+2,732
62
$5.03M 0.3%
62,561
+48,516
63
$4.87M 0.29%
35,148
+1,439
64
$4.79M 0.29%
64,472
+114
65
$4.76M 0.28%
75,347
+26,604
66
$4.69M 0.28%
45,711
+10,700
67
$4.63M 0.28%
7
68
$4.52M 0.27%
8,405
+940
69
$4.43M 0.26%
18,339
+4,533
70
$4.42M 0.26%
27,842
+15,350
71
$4.37M 0.26%
52,809
+38,028
72
$4.17M 0.25%
12,505
+1,248
73
$4.05M 0.24%
67,446
+6,723
74
$3.99M 0.24%
21,341
+2,310
75
$3.96M 0.24%
14,402
+3,898