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
$4.95B
AUM Growth
+$525M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,009
New
Increased
Reduced
Closed

Top Buys

1 +$41.8M
2 +$19.3M
3 +$15M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$14.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$13.6M

Sector Composition

1 Technology 6.1%
2 Financials 5.75%
3 Healthcare 4.75%
4 Industrials 4.71%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4426
$1K ﹤0.01%
19
4427
$1K ﹤0.01%
30
4428
$1K ﹤0.01%
106
4429
$1K ﹤0.01%
1,920
-175
4430
$1K ﹤0.01%
236
-949
4431
$1K ﹤0.01%
100
4432
$1K ﹤0.01%
41
4433
$1K ﹤0.01%
2,767
4434
$1K ﹤0.01%
+63
4435
$1K ﹤0.01%
29
4436
$1K ﹤0.01%
177
4437
$1K ﹤0.01%
503
4438
$1K ﹤0.01%
76
4439
$1K ﹤0.01%
+500
4440
$1K ﹤0.01%
30
4441
$1K ﹤0.01%
+27
4442
$1K ﹤0.01%
+48
4443
$1K ﹤0.01%
+67
4444
$1K ﹤0.01%
36
4445
$1K ﹤0.01%
+15
4446
$1K ﹤0.01%
+141
4447
$1K ﹤0.01%
2
4448
$1K ﹤0.01%
1
4449
$1K ﹤0.01%
+40
4450
$1K ﹤0.01%
113