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
76
$958K 0.31%
38,363
77
$947K 0.3%
9,232
78
$942K 0.3%
7,130
79
$939K 0.3%
13,250
80
$930K 0.3%
4,650
81
$884K 0.28%
4,643
82
$881K 0.28%
6,406
83
$878K 0.28%
26,339
84
$871K 0.28%
13,511
85
$871K 0.28%
12,029
86
$859K 0.28%
11,368
87
$848K 0.27%
33,643
88
$828K 0.27%
20,096
89
$825K 0.27%
14,376
90
$812K 0.26%
10,421
91
$807K 0.26%
9,676
92
$804K 0.26%
16,722
93
$798K 0.26%
39,489
94
$788K 0.25%
14,843
95
$775K 0.25%
20,022
96
$769K 0.25%
6,834
97
$768K 0.25%
7,182
98
$766K 0.25%
2,578
99
$764K 0.25%
9,766
100
$757K 0.24%
11,809
2 3
4
5 6