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
4551
0