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
4276
$6K ﹤0.01%
70
-27
4277
$6K ﹤0.01%
659
-212
4278
$6K ﹤0.01%
273
+173
4279
$6K ﹤0.01%
85
-26
4280
$6K ﹤0.01%
273
+58
4281
$6K ﹤0.01%
60
4282
$6K ﹤0.01%
+475
4283
$6K ﹤0.01%
200
4284
$6K ﹤0.01%
107
-35
4285
$6K ﹤0.01%
201
4286
$6K ﹤0.01%
344
4287
$6K ﹤0.01%
1,800
4288
$6K ﹤0.01%
790
-3,850
4289
$6K ﹤0.01%
143
-71
4290
$6K ﹤0.01%
335
4291
$6K ﹤0.01%
315
4292
$6K ﹤0.01%
500
4293
$6K ﹤0.01%
227
4294
$6K ﹤0.01%
455
-120
4295
$6K ﹤0.01%
393
-11
4296
$6K ﹤0.01%
593
-208
4297
$6K ﹤0.01%
528
+201
4298
$6K ﹤0.01%
329
4299
$6K ﹤0.01%
259
4300
$6K ﹤0.01%
2,158
-2,251