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
4551
$6K ﹤0.01%
559
+470
4552
$6K ﹤0.01%
1,388
4553
$6K ﹤0.01%
1,804
4554
$6K ﹤0.01%
370
+41
4555
$6K ﹤0.01%
255
4556
$6K ﹤0.01%
427
+5
4557
$6K ﹤0.01%
1,612
+1,463
4558
$6K ﹤0.01%
260
4559
$6K ﹤0.01%
4,000
4560
$6K ﹤0.01%
2,015
+1,906
4561
$6K ﹤0.01%
848
4562
$6K ﹤0.01%
1,325
4563
$6K ﹤0.01%
+2,800
4564
$6K ﹤0.01%
667
4565
$6K ﹤0.01%
5,682
-165
4566
$6K ﹤0.01%
6,000
4567
$6K ﹤0.01%
948
+25
4568
$6K ﹤0.01%
+230
4569
$6K ﹤0.01%
400
4570
$6K ﹤0.01%
136
+10
4571
$5K ﹤0.01%
588
+200
4572
$5K ﹤0.01%
280
+20
4573
$5K ﹤0.01%
501
+108
4574
$5K ﹤0.01%
380
4575
$5K ﹤0.01%
456
-523