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
4551
$4K ﹤0.01%
+101
4552
$4K ﹤0.01%
90
+44
4553
$4K ﹤0.01%
+230
4554
$4K ﹤0.01%
116
4555
$4K ﹤0.01%
+239
4556
$4K ﹤0.01%
200
-1,760
4557
$4K ﹤0.01%
60
4558
$4K ﹤0.01%
236
+10
4559
$4K ﹤0.01%
600
+300
4560
$4K ﹤0.01%
+388
4561
$4K ﹤0.01%
500
4562
$4K ﹤0.01%
973
4563
$4K ﹤0.01%
177
4564
$4K ﹤0.01%
100
+42
4565
$4K ﹤0.01%
100
4566
$4K ﹤0.01%
+286
4567
$4K ﹤0.01%
255
+125
4568
$4K ﹤0.01%
128
-123
4569
$4K ﹤0.01%
333
4570
$4K ﹤0.01%
200
4571
$4K ﹤0.01%
175
4572
$4K ﹤0.01%
150
4573
$4K ﹤0.01%
212
4574
$4K ﹤0.01%
357
+280
4575
$4K ﹤0.01%
225