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
201
$1.18M 0.07%
20,034
+894
202
$1.16M 0.07%
11,949
-481
203
$1.16M 0.07%
2,681
+25
204
$1.16M 0.07%
4,382
-74
205
$1.15M 0.07%
3,507
-148
206
$1.15M 0.07%
8,305
-380
207
$1.15M 0.07%
7,586
-458
208
$1.15M 0.07%
31,443
+5,857
209
$1.15M 0.07%
8,238
+112
210
$1.15M 0.07%
7,484
+1,783
211
$1.14M 0.07%
5,918
-276
212
$1.13M 0.07%
13,807
-250
213
$1.12M 0.07%
51,672
+412
214
$1.12M 0.07%
5,822
+91
215
$1.11M 0.07%
10,184
+3,504
216
$1.09M 0.07%
8,285
+1,241
217
$1.08M 0.06%
4,724
+70
218
$1.08M 0.06%
17,692
+724
219
$1.07M 0.06%
107,395
+25,678
220
$1.07M 0.06%
9,595
-10,598
221
$1.07M 0.06%
3,244
-267
222
$1.07M 0.06%
28,700
+47
223
$1.06M 0.06%
3,493
-625
224
$1.06M 0.06%
19,717
+1,134
225
$1.03M 0.06%
85,129
-1,540