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
4526
$6K ﹤0.01%
122
+80
4527
$6K ﹤0.01%
258
+15
4528
$6K ﹤0.01%
281
4529
$6K ﹤0.01%
719
+2
4530
$6K ﹤0.01%
353
+189
4531
$6K ﹤0.01%
500
-86,708
4532
$6K ﹤0.01%
114
4533
$6K ﹤0.01%
232
-508
4534
$6K ﹤0.01%
256
+86
4535
$6K ﹤0.01%
410
-31
4536
$6K ﹤0.01%
2,134
-8,572
4537
$6K ﹤0.01%
312
-107
4538
$6K ﹤0.01%
131
4539
$6K ﹤0.01%
825
4540
$6K ﹤0.01%
50
4541
$6K ﹤0.01%
222
4542
$6K ﹤0.01%
987
+467
4543
$6K ﹤0.01%
200
4544
$6K ﹤0.01%
80
4545
$6K ﹤0.01%
430
-412
4546
$6K ﹤0.01%
100
4547
$6K ﹤0.01%
1,355
-12,633
4548
$6K ﹤0.01%
87
-18,559
4549
$6K ﹤0.01%
1,069
4550
$6K ﹤0.01%
21
+6