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
4376
$6K ﹤0.01%
358
4377
$6K ﹤0.01%
100
-50
4378
$6K ﹤0.01%
+195
4379
$6K ﹤0.01%
+224
4380
$6K ﹤0.01%
315
-200
4381
$6K ﹤0.01%
5,029
+1,526
4382
$6K ﹤0.01%
133
-37
4383
$6K ﹤0.01%
155
4384
$6K ﹤0.01%
44
4385
$6K ﹤0.01%
946
+646
4386
$6K ﹤0.01%
211
-23
4387
$6K ﹤0.01%
416
+296
4388
$6K ﹤0.01%
+1,069
4389
$6K ﹤0.01%
800
4390
$6K ﹤0.01%
2,138
4391
$6K ﹤0.01%
681
-1,207
4392
$6K ﹤0.01%
418
+4
4393
$6K ﹤0.01%
260
4394
$6K ﹤0.01%
25
4395
$6K ﹤0.01%
60
4396
$6K ﹤0.01%
1,133
-401
4397
$6K ﹤0.01%
4,217
4398
$6K ﹤0.01%
2,376
4399
$6K ﹤0.01%
1,300
4400
$6K ﹤0.01%
607
-206