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
4176
$8K ﹤0.01%
107
-511
4177
$8K ﹤0.01%
265
4178
$8K ﹤0.01%
184
+73
4179
$8K ﹤0.01%
580
-913
4180
$8K ﹤0.01%
+320
4181
$8K ﹤0.01%
311
-76
4182
$7K ﹤0.01%
251
+204
4183
$7K ﹤0.01%
233
4184
$7K ﹤0.01%
1,104
-197
4185
$7K ﹤0.01%
287
4186
$7K ﹤0.01%
400
4187
$7K ﹤0.01%
1
4188
$7K ﹤0.01%
+125
4189
$7K ﹤0.01%
20
4190
$7K ﹤0.01%
600
-447
4191
$7K ﹤0.01%
74
-216
4192
$7K ﹤0.01%
833
+150
4193
$7K ﹤0.01%
219
4194
$7K ﹤0.01%
334
4195
$7K ﹤0.01%
625
4196
$7K ﹤0.01%
400
-539
4197
$7K ﹤0.01%
613
-6,637
4198
$7K ﹤0.01%
1
-1
4199
$7K ﹤0.01%
+300
4200
$7K ﹤0.01%
700