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
4501
$0 ﹤0.01%
+7
4502
$0 ﹤0.01%
+50
4503
$0 ﹤0.01%
+58
4504
$0 ﹤0.01%
+206
4505
$0 ﹤0.01%
+22
4506
$0 ﹤0.01%
+49
4507
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+43
4508
$0 ﹤0.01%
+9
4509
$0 ﹤0.01%
+60
4510
$0 ﹤0.01%
+1
4511
$0 ﹤0.01%
+2
4512
$0 ﹤0.01%
+20
4513
$0 ﹤0.01%
+175
4514
$0 ﹤0.01%
+2
4515
$0 ﹤0.01%
+32
4516
$0 ﹤0.01%
+83
4517
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4518
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+25
4519
0
4520
$0 ﹤0.01%
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4521
$0 ﹤0.01%
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4522
$0 ﹤0.01%
+9
4523
$0 ﹤0.01%
+14
4524
$0 ﹤0.01%
+23
4525
$0 ﹤0.01%
+50