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
$9.92B
AUM Growth
+$2.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,430
New
Increased
Reduced
Closed

Top Buys

1 +$109M
2 +$92.6M
3 +$82.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$68.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$56.1M

Sector Composition

1 Technology 6.46%
2 Financials 4.92%
3 Healthcare 4.41%
4 Industrials 4.09%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4351
$8K ﹤0.01%
299
+32
4352
$8K ﹤0.01%
+174
4353
$8K ﹤0.01%
656
+340
4354
$8K ﹤0.01%
1,425
+125
4355
$8K ﹤0.01%
1,000
4356
$8K ﹤0.01%
392
+310
4357
$8K ﹤0.01%
709
4358
$8K ﹤0.01%
6,000
4359
$8K ﹤0.01%
227
4360
$8K ﹤0.01%
300
4361
$8K ﹤0.01%
709
+609
4362
$8K ﹤0.01%
3,000
+2,000
4363
$7K ﹤0.01%
1,954
+1,342
4364
$7K ﹤0.01%
320
+4
4365
$7K ﹤0.01%
1,000
4366
$7K ﹤0.01%
+100
4367
$7K ﹤0.01%
250
4368
$7K ﹤0.01%
172
4369
$7K ﹤0.01%
+3,033
4370
$7K ﹤0.01%
+28
4371
$7K ﹤0.01%
200
-165
4372
$7K ﹤0.01%
8,010
-57
4373
$7K ﹤0.01%
1,041
4374
$7K ﹤0.01%
+600
4375
$7K ﹤0.01%
+200