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
$3.8B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,669
New
Increased
Reduced
Closed

Top Buys

1 +$83.7M
2 +$68.5M
3 +$51.6M
4
XOM icon
Exxon Mobil
XOM
+$51.6M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$44.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.85%
2 Healthcare 5.47%
3 Financials 5.28%
4 Consumer Staples 5.18%
5 Industrials 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4426
$0 ﹤0.01%
+4
4427
$0 ﹤0.01%
+120
4428
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+400
4429
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+8
4430
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+195
4431
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4432
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4433
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+4
4434
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+77
4435
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+30
4436
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+133
4437
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4438
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4439
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4440
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4441
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4442
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4443
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4444
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4445
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4446
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+44
4447
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+90
4448
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+176
4449
$0 ﹤0.01%
+36
4450
$0 ﹤0.01%
+10