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
4526
$0 ﹤0.01%
+16
4527
$0 ﹤0.01%
+21
4528
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+27
4529
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4530
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+1
4531
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+128
4532
0
4533
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4534
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+1
4535
$0 ﹤0.01%
+17
4536
$0 ﹤0.01%
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4537
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4538
0
4539
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4540
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4541
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4542
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4543
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4544
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4545
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4546
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4547
$0 ﹤0.01%
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4548
$0 ﹤0.01%
+89
4549
$0 ﹤0.01%
+42
4550
$0 ﹤0.01%
+478