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
4151
$8K ﹤0.01%
227
+130
4152
$8K ﹤0.01%
100
4153
$8K ﹤0.01%
658
+124
4154
$8K ﹤0.01%
800
+500
4155
$8K ﹤0.01%
380
4156
$8K ﹤0.01%
654
-487
4157
$8K ﹤0.01%
275
4158
$8K ﹤0.01%
66
+1
4159
$8K ﹤0.01%
288
-104
4160
$8K ﹤0.01%
99
4161
$8K ﹤0.01%
91
4162
$8K ﹤0.01%
893
+655
4163
$8K ﹤0.01%
196
-35
4164
$8K ﹤0.01%
431
-1,500
4165
$8K ﹤0.01%
260
-711
4166
$8K ﹤0.01%
76
4167
$8K ﹤0.01%
233
-225
4168
$8K ﹤0.01%
244
-33
4169
$8K ﹤0.01%
63
4170
$8K ﹤0.01%
380
4171
$8K ﹤0.01%
51
-49
4172
$8K ﹤0.01%
294
4173
$8K ﹤0.01%
900
4174
$8K ﹤0.01%
171
+19
4175
$8K ﹤0.01%
117
+5