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
3601
$6K ﹤0.01%
+435
3602
$6K ﹤0.01%
+207
3603
$6K ﹤0.01%
+273
3604
$6K ﹤0.01%
+723
3605
$6K ﹤0.01%
+172
3606
$6K ﹤0.01%
+573
3607
$6K ﹤0.01%
+420
3608
$6K ﹤0.01%
+241
3609
$6K ﹤0.01%
+130
3610
$6K ﹤0.01%
+151
3611
$6K ﹤0.01%
+82
3612
$6K ﹤0.01%
+386
3613
$6K ﹤0.01%
+236
3614
$6K ﹤0.01%
+225
3615
$6K ﹤0.01%
+485
3616
$6K ﹤0.01%
+200
3617
$6K ﹤0.01%
+768
3618
$6K ﹤0.01%
+245
3619
$6K ﹤0.01%
+113
3620
$6K ﹤0.01%
+177
3621
$6K ﹤0.01%
+204
3622
$6K ﹤0.01%
+470
3623
$6K ﹤0.01%
+200
3624
$6K ﹤0.01%
+178
3625
$6K ﹤0.01%
+1,352