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
3776
$6K ﹤0.01%
91
-8
3777
$6K ﹤0.01%
206
+2
3778
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3779
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3780
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3781
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651
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3782
0
3783
$6K ﹤0.01%
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+12
3784
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191
-182
3785
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3786
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95
3787
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91
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3788
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260
-8,700
3789
$6K ﹤0.01%
200
-1,600
3790
$6K ﹤0.01%
665
3791
$6K ﹤0.01%
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3792
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3793
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-1
3794
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3795
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44
+32
3796
$6K ﹤0.01%
232
+50
3797
$6K ﹤0.01%
+315
3798
$6K ﹤0.01%
500
3799
$6K ﹤0.01%
373
-910
3800
$6K ﹤0.01%
335
-903