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
4376
$5K ﹤0.01%
933
+68
4377
$5K ﹤0.01%
200
4378
$5K ﹤0.01%
+33
4379
$5K ﹤0.01%
62
-102
4380
$5K ﹤0.01%
600
4381
$5K ﹤0.01%
1,000
4382
$5K ﹤0.01%
+160
4383
$5K ﹤0.01%
500
4384
$5K ﹤0.01%
247
-209
4385
$5K ﹤0.01%
41
4386
$5K ﹤0.01%
146
4387
$5K ﹤0.01%
415
+307
4388
$5K ﹤0.01%
100
4389
$5K ﹤0.01%
182
-4
4390
$4K ﹤0.01%
245
4391
$4K ﹤0.01%
116
4392
$4K ﹤0.01%
300
4393
$4K ﹤0.01%
60
4394
$4K ﹤0.01%
956
4395
$4K ﹤0.01%
877
-393
4396
$4K ﹤0.01%
254
-201
4397
$4K ﹤0.01%
973
4398
$4K ﹤0.01%
84
-25
4399
$4K ﹤0.01%
200
-2,961
4400
$4K ﹤0.01%
145
-39