AG

Advisor Group Portfolio holdings

AUM $14.5B
1-Year Est. Return 24.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.8B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,669
New
Increased
Reduced
Closed

Top Buys

1 +$83.7M
2 +$68.5M
3 +$51.6M
4
XOM icon
Exxon Mobil
XOM
+$51.6M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$44.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.82%
2 Healthcare 5.47%
3 Financials 5.28%
4 Consumer Staples 5.19%
5 Industrials 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3476
$9K ﹤0.01%
+400
3477
$9K ﹤0.01%
+227
3478
$9K ﹤0.01%
+168
3479
$9K ﹤0.01%
+700
3480
$9K ﹤0.01%
+1,270
3481
$9K ﹤0.01%
+1,549
3482
$9K ﹤0.01%
+500
3483
$9K ﹤0.01%
+15,700
3484
$9K ﹤0.01%
+400
3485
$9K ﹤0.01%
+599
3486
$9K ﹤0.01%
+8,225
3487
$8K ﹤0.01%
+1,000
3488
$8K ﹤0.01%
+1,359
3489
$8K ﹤0.01%
+455
3490
$8K ﹤0.01%
+1,000
3491
$8K ﹤0.01%
+136
3492
$8K ﹤0.01%
+1,000
3493
$8K ﹤0.01%
+150
3494
$8K ﹤0.01%
+374
3495
$8K ﹤0.01%
+2,180
3496
$8K ﹤0.01%
+371
3497
$8K ﹤0.01%
+500
3498
$8K ﹤0.01%
+522
3499
$8K ﹤0.01%
+539
3500
$8K ﹤0.01%
+1