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
4251
$6K ﹤0.01%
400
+306
4252
$6K ﹤0.01%
23
+8
4253
$6K ﹤0.01%
+197
4254
$6K ﹤0.01%
250
4255
$6K ﹤0.01%
172
4256
$6K ﹤0.01%
800
-200
4257
$6K ﹤0.01%
201
+162
4258
$6K ﹤0.01%
1
4259
$6K ﹤0.01%
200
4260
$6K ﹤0.01%
156
-638
4261
$6K ﹤0.01%
5,277
4262
$6K ﹤0.01%
+302
4263
$6K ﹤0.01%
229
-665
4264
$6K ﹤0.01%
114
+103
4265
$6K ﹤0.01%
250
-450
4266
$6K ﹤0.01%
731
4267
$6K ﹤0.01%
298
-2,385
4268
$6K ﹤0.01%
638
4269
$6K ﹤0.01%
525
+506
4270
$6K ﹤0.01%
58
4271
$6K ﹤0.01%
198
-36
4272
$6K ﹤0.01%
800
+200
4273
$6K ﹤0.01%
262
4274
$6K ﹤0.01%
310
4275
$6K ﹤0.01%
100
-128