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
4201
$7K ﹤0.01%
30
+26
4202
$7K ﹤0.01%
200
-33
4203
$7K ﹤0.01%
945
4204
$7K ﹤0.01%
153
-1,009
4205
$7K ﹤0.01%
277
-12
4206
$7K ﹤0.01%
251
+226
4207
$7K ﹤0.01%
500
4208
$7K ﹤0.01%
173
4209
$7K ﹤0.01%
142
-1,272
4210
$7K ﹤0.01%
920
4211
$7K ﹤0.01%
235
+12
4212
$7K ﹤0.01%
580
-760
4213
$7K ﹤0.01%
161
4214
$7K ﹤0.01%
300
4215
$7K ﹤0.01%
355
4216
$7K ﹤0.01%
823
-779
4217
$7K ﹤0.01%
730
-4,115
4218
$7K ﹤0.01%
30
+6
4219
$7K ﹤0.01%
418
+174
4220
$7K ﹤0.01%
1,350
4221
$7K ﹤0.01%
414
+140
4222
$7K ﹤0.01%
2
4223
$7K ﹤0.01%
260
4224
$7K ﹤0.01%
400
4225
$7K ﹤0.01%
1,200