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
126
$2.27M 0.14%
12,748
+257
127
$2.26M 0.14%
10,487
+4,681
128
$2.26M 0.13%
27,923
+15,670
129
$2.23M 0.13%
2,068
+210
130
$2.23M 0.13%
4,428
+506
131
$2.21M 0.13%
22,528
+2,467
132
$2.19M 0.13%
5,068
-65
133
$2.18M 0.13%
18,860
+8,513
134
$2.17M 0.13%
14,652
+2,551
135
$2.15M 0.13%
6,097
+129
136
$2.14M 0.13%
48,903
+3,989
137
$2.14M 0.13%
4,062
+155
138
$2M 0.12%
11,402
+2,966
139
$1.94M 0.12%
28,827
-392
140
$1.94M 0.12%
158,004
141
$1.93M 0.11%
26,256
+22,327
142
$1.91M 0.11%
7,657
-324
143
$1.91M 0.11%
25,798
+13,957
144
$1.89M 0.11%
27,783
+94
145
$1.87M 0.11%
6,563
+79
146
$1.85M 0.11%
18,287
+261
147
$1.85M 0.11%
22,341
+243
148
$1.85M 0.11%
23,711
-4,163
149
$1.85M 0.11%
3,443
+50
150
$1.84M 0.11%
98,358
+32,647