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
101
$3.11M 0.19%
28,281
+3,837
102
$3.09M 0.18%
39,603
+594
103
$3.07M 0.18%
10,199
+3,624
104
$2.93M 0.18%
48,260
-6,953
105
$2.92M 0.17%
59,523
+7,348
106
$2.69M 0.16%
76,898
+37
107
$2.67M 0.16%
4,206
-53
108
$2.66M 0.16%
17,191
+411
109
$2.62M 0.16%
5,372
+1,783
110
$2.56M 0.15%
22,584
-76
111
$2.53M 0.15%
5,605
+602
112
$2.49M 0.15%
12,668
+269
113
$2.48M 0.15%
8,972
+1,371
114
$2.46M 0.15%
8,556
-164
115
$2.46M 0.15%
2,854
+122
116
$2.45M 0.15%
13,467
+4,055
117
$2.44M 0.15%
37,609
-5,608
118
$2.43M 0.14%
18,773
+297
119
$2.4M 0.14%
79,780
-26
120
$2.4M 0.14%
10,804
-320
121
$2.37M 0.14%
41,164
-877
122
$2.36M 0.14%
3,869
-106
123
$2.31M 0.14%
16,313
+487
124
$2.29M 0.14%
9,434
+5,623
125
$2.29M 0.14%
26,793
+3,700