AG

Advisor Group Portfolio holdings

AUM $14.5B
1-Year Est. Return 24.86%
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.95B
AUM Growth
+$525M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,009
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.12%
2 Financials 5.74%
3 Healthcare 4.75%
4 Industrials 4.69%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3376
$18K ﹤0.01%
4,350
3377
$18K ﹤0.01%
+879
3378
$18K ﹤0.01%
1,068
+632
3379
$18K ﹤0.01%
254
+58
3380
$18K ﹤0.01%
447
+11
3381
$18K ﹤0.01%
1,490
+1,000
3382
$18K ﹤0.01%
1,112
+314
3383
$18K ﹤0.01%
1,399
3384
$18K ﹤0.01%
16
+8
3385
$18K ﹤0.01%
203
+5
3386
$18K ﹤0.01%
536
+92
3387
$18K ﹤0.01%
420
3388
$18K ﹤0.01%
476
+34
3389
$18K ﹤0.01%
1,575
+536
3390
$18K ﹤0.01%
+1,000
3391
$18K ﹤0.01%
641
+122
3392
$18K ﹤0.01%
+585
3393
$18K ﹤0.01%
900
3394
$18K ﹤0.01%
500
3395
$18K ﹤0.01%
701
+624
3396
$18K ﹤0.01%
817
3397
$18K ﹤0.01%
750
3398
$18K ﹤0.01%
195
+107
3399
$18K ﹤0.01%
1,933
+173
3400
$18K ﹤0.01%
1,150
-12