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
$10.2B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,466
New
Increased
Reduced
Closed

Top Buys

1 +$124M
2 +$74.8M
3 +$69.6M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$60M
5
VUG icon
Vanguard Growth ETF
VUG
+$58M

Sector Composition

1 Technology 5.27%
2 Financials 4.58%
3 Healthcare 4.15%
4 Consumer Discretionary 3.48%
5 Industrials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4326
$7K ﹤0.01%
+600
4327
$7K ﹤0.01%
472
4328
$7K ﹤0.01%
493
+302
4329
$7K ﹤0.01%
1,066
+886
4330
$7K ﹤0.01%
136
+11
4331
$7K ﹤0.01%
483
4332
$7K ﹤0.01%
+147
4333
$7K ﹤0.01%
370
+253
4334
$7K ﹤0.01%
299
+199
4335
$7K ﹤0.01%
5,070
+5,000
4336
$7K ﹤0.01%
296
4337
$7K ﹤0.01%
1,675
4338
$7K ﹤0.01%
1,200
4339
$7K ﹤0.01%
108
4340
$7K ﹤0.01%
639
-29
4341
$7K ﹤0.01%
197
+5
4342
$7K ﹤0.01%
+325
4343
$6K ﹤0.01%
+4,000
4344
$6K ﹤0.01%
100
4345
$6K ﹤0.01%
200
4346
$6K ﹤0.01%
100
4347
$6K ﹤0.01%
+179
4348
$6K ﹤0.01%
131
+86
4349
$6K ﹤0.01%
+100
4350
$6K ﹤0.01%
651
+283