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 +$87M
2 +$67.7M
3 +$49.6M
4
XOM icon
Exxon Mobil
XOM
+$48.7M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$44.2M

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
3576
$7K ﹤0.01%
+500
3577
$7K ﹤0.01%
+675
3578
$7K ﹤0.01%
+262
3579
$7K ﹤0.01%
+2,175
3580
$7K ﹤0.01%
+526
3581
$7K ﹤0.01%
+978
3582
$7K ﹤0.01%
+528
3583
$7K ﹤0.01%
+280
3584
$7K ﹤0.01%
+700
3585
$7K ﹤0.01%
+540
3586
$7K ﹤0.01%
+1,058
3587
$7K ﹤0.01%
+175
3588
$7K ﹤0.01%
+160
3589
$7K ﹤0.01%
+886
3590
$7K ﹤0.01%
+407
3591
$7K ﹤0.01%
+300
3592
$7K ﹤0.01%
+100
3593
$7K ﹤0.01%
+1,075
3594
$6K ﹤0.01%
+2,712
3595
$6K ﹤0.01%
+147
3596
$6K ﹤0.01%
+258
3597
$6K ﹤0.01%
+200
3598
$6K ﹤0.01%
+240
3599
0
3600
$6K ﹤0.01%
+196