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
4126
$1K ﹤0.01%
+11
4127
$1K ﹤0.01%
+45
4128
$1K ﹤0.01%
+1,340
4129
$1K ﹤0.01%
+63
4130
$1K ﹤0.01%
+24
4131
$1K ﹤0.01%
+49
4132
$1K ﹤0.01%
+441
4133
$1K ﹤0.01%
+52
4134
$1K ﹤0.01%
+190
4135
$1K ﹤0.01%
+99
4136
$1K ﹤0.01%
+3
4137
$1K ﹤0.01%
+92
4138
$1K ﹤0.01%
+102
4139
$1K ﹤0.01%
+50
4140
$1K ﹤0.01%
+2
4141
$1K ﹤0.01%
+43
4142
$1K ﹤0.01%
+35
4143
$1K ﹤0.01%
+57
4144
$1K ﹤0.01%
+7
4145
$1K ﹤0.01%
+44
4146
$1K ﹤0.01%
+44
4147
$1K ﹤0.01%
+82
4148
$1K ﹤0.01%
+100
4149
0
4150
$1K ﹤0.01%
+120