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
$13B
AUM Growth
+$884M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,570
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.88%
2 Financials 4.64%
3 Healthcare 3.84%
4 Consumer Discretionary 3.56%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4426
$8K ﹤0.01%
245
-4
4427
$8K ﹤0.01%
357
-198
4428
$8K ﹤0.01%
517
-4,438
4429
$8K ﹤0.01%
+500
4430
$8K ﹤0.01%
964
+165
4431
$8K ﹤0.01%
366
-2,985
4432
$8K ﹤0.01%
417
-289
4433
$8K ﹤0.01%
159
-808
4434
$8K ﹤0.01%
375
4435
$8K ﹤0.01%
1,000
4436
$8K ﹤0.01%
1,000
4437
$8K ﹤0.01%
7,148
4438
$8K ﹤0.01%
524
4439
$8K ﹤0.01%
1,000
4440
$8K ﹤0.01%
325
4441
$8K ﹤0.01%
1,000
4442
$8K ﹤0.01%
1,600
4443
$8K ﹤0.01%
530
-1,000
4444
$8K ﹤0.01%
403
-5,022
4445
$8K ﹤0.01%
1,015
-11
4446
$8K ﹤0.01%
588
4447
$8K ﹤0.01%
1,367
4448
$8K ﹤0.01%
2,401
4449
$8K ﹤0.01%
290
-190
4450
$8K ﹤0.01%
372
+122