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
$9.92B
AUM Growth
+$2.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,430
New
Increased
Reduced
Closed

Top Buys

1 +$109M
2 +$92.6M
3 +$82.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$68.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$56.1M

Sector Composition

1 Technology 6.45%
2 Financials 4.92%
3 Healthcare 4.41%
4 Industrials 4.1%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4526
$5K ﹤0.01%
190
4527
$5K ﹤0.01%
200
4528
$5K ﹤0.01%
250
4529
$5K ﹤0.01%
+250
4530
$5K ﹤0.01%
+225
4531
$5K ﹤0.01%
255
+68
4532
$5K ﹤0.01%
1
4533
$5K ﹤0.01%
4,277
4534
$5K ﹤0.01%
54
+50
4535
$5K ﹤0.01%
385
4536
$5K ﹤0.01%
82
+32
4537
$5K ﹤0.01%
+165
4538
$5K ﹤0.01%
1,000
4539
$5K ﹤0.01%
+400
4540
$5K ﹤0.01%
200
4541
$5K ﹤0.01%
90
-20
4542
$5K ﹤0.01%
123
+45
4543
$5K ﹤0.01%
63
4544
0
4545
$5K ﹤0.01%
1,350
4546
$5K ﹤0.01%
551
+351
4547
$5K ﹤0.01%
+325
4548
$5K ﹤0.01%
315
4549
$4K ﹤0.01%
71
+36
4550
$4K ﹤0.01%
+140