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
3651
$6K ﹤0.01%
+738
3652
$6K ﹤0.01%
+371
3653
$6K ﹤0.01%
+2,095
3654
$6K ﹤0.01%
+291
3655
$6K ﹤0.01%
+71
3656
$6K ﹤0.01%
+1,206
3657
$6K ﹤0.01%
+1,005
3658
$6K ﹤0.01%
+149
3659
$5K ﹤0.01%
+1,000
3660
$5K ﹤0.01%
+356
3661
$5K ﹤0.01%
+81
3662
$5K ﹤0.01%
+164
3663
$5K ﹤0.01%
+354
3664
$5K ﹤0.01%
+423
3665
$5K ﹤0.01%
+104
3666
0
3667
$5K ﹤0.01%
+500
3668
$5K ﹤0.01%
+212
3669
$5K ﹤0.01%
+3
3670
$5K ﹤0.01%
+1,576
3671
$5K ﹤0.01%
+260
3672
$5K ﹤0.01%
+2,000
3673
$5K ﹤0.01%
+84
3674
$5K ﹤0.01%
+248
3675
$5K ﹤0.01%
+115