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
$7.49B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,276
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.85%
2 Financials 5.49%
3 Industrials 4.5%
4 Healthcare 4.29%
5 Consumer Discretionary 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4126
$8K ﹤0.01%
99
+12
4127
$8K ﹤0.01%
500
4128
$8K ﹤0.01%
+261
4129
$8K ﹤0.01%
91
4130
$8K ﹤0.01%
17
+3
4131
$8K ﹤0.01%
380
4132
$8K ﹤0.01%
1,000
4133
$8K ﹤0.01%
780
+20
4134
$8K ﹤0.01%
700
4135
$8K ﹤0.01%
60
4136
$8K ﹤0.01%
20
4137
0
4138
$8K ﹤0.01%
219
+19
4139
$8K ﹤0.01%
1,200
4140
$8K ﹤0.01%
207
+7
4141
$8K ﹤0.01%
+260
4142
$8K ﹤0.01%
233
+33
4143
$8K ﹤0.01%
300
-25
4144
$8K ﹤0.01%
349
+242
4145
$8K ﹤0.01%
1,000
4146
$8K ﹤0.01%
945
4147
$8K ﹤0.01%
225
+125
4148
$8K ﹤0.01%
717
-1,076
4149
$8K ﹤0.01%
1,305
4150
$8K ﹤0.01%
173
+59