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
$4.42B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,860
New
Increased
Reduced
Closed

Top Buys

1 +$31.5M
2 +$17.2M
3 +$14.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$12.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$11.3M

Sector Composition

1 Financials 5.82%
2 Technology 5.75%
3 Industrials 5.05%
4 Healthcare 4.74%
5 Consumer Staples 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3676
$7K ﹤0.01%
375
+63
3677
$7K ﹤0.01%
+436
3678
$7K ﹤0.01%
+281
3679
$7K ﹤0.01%
100
3680
$7K ﹤0.01%
1,400
3681
$7K ﹤0.01%
91
3682
$7K ﹤0.01%
71
+3
3683
$7K ﹤0.01%
193
3684
$7K ﹤0.01%
185
3685
$7K ﹤0.01%
212
3686
$7K ﹤0.01%
240
3687
$7K ﹤0.01%
500
3688
$7K ﹤0.01%
435
3689
$7K ﹤0.01%
445
-210
3690
$7K ﹤0.01%
2,365
+6
3691
$7K ﹤0.01%
260
+50
3692
$7K ﹤0.01%
1,500
3693
$7K ﹤0.01%
+606
3694
$7K ﹤0.01%
+384
3695
$7K ﹤0.01%
277
-47
3696
$7K ﹤0.01%
379
3697
$7K ﹤0.01%
783
+27
3698
$7K ﹤0.01%
1,070
3699
$7K ﹤0.01%
198
+160
3700
$7K ﹤0.01%
262
-93