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
$7.28B
AUM Growth
-$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,272
New
Increased
Reduced
Closed

Top Buys

1 +$43.5M
2 +$24.5M
3 +$24.5M
4
BRSP
BrightSpire Capital
BRSP
+$21.4M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$11.5M

Sector Composition

1 Technology 6.13%
2 Financials 5.45%
3 Industrials 4.49%
4 Healthcare 4.15%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4076
$9K ﹤0.01%
800
4077
$9K ﹤0.01%
1,758
+600
4078
$9K ﹤0.01%
245
+170
4079
$9K ﹤0.01%
+1,278
4080
$9K ﹤0.01%
100
-450
4081
$9K ﹤0.01%
1,180
4082
$9K ﹤0.01%
72
4083
$9K ﹤0.01%
274
-107
4084
$9K ﹤0.01%
714
+500
4085
$9K ﹤0.01%
177
4086
$9K ﹤0.01%
1,500
4087
$9K ﹤0.01%
508
+260
4088
$9K ﹤0.01%
222
4089
$9K ﹤0.01%
1,089
4090
$9K ﹤0.01%
300
-1
4091
$9K ﹤0.01%
2,200
-550
4092
$9K ﹤0.01%
269
-585
4093
$9K ﹤0.01%
385
+140
4094
$9K ﹤0.01%
3,715
-1,143
4095
$9K ﹤0.01%
2,418
4096
$9K ﹤0.01%
253
-96
4097
$9K ﹤0.01%
741
+149
4098
$9K ﹤0.01%
400
4099
$9K ﹤0.01%
770
4100
$9K ﹤0.01%
284
-6