AG
Advisor Group Portfolio holdings
AUM $14.5B
1-Year Return
24.86%
This Quarter Return
+3%
1 Year Return
+24.86%
3 Year Return
+39.55%
5 Year Return
–
10 Year Return
–
AUM
$3.8B
AUM Growth
–
Cap. Flow
+$3.79B
Cap. Flow
% of AUM
99.93%
Top 10 Holdings %
Top 10 Hldgs %
12.48%
Holding
4,669
New
4,517
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$83.7M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
+$68.5M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$51.6M |
| 4 |
Exxon Mobil
XOM
|
+$51.6M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$44.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.85% |
| 2 | Healthcare | 5.47% |
| 3 | Financials | 5.28% |
| 4 | Consumer Staples | 5.18% |
| 5 | Industrials | 5.05% |
