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 6.46%
2 Financials 4.92%
3 Healthcare 4.41%
4 Industrials 4.09%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4576
$4K ﹤0.01%
60
4577
$4K ﹤0.01%
236
+10
4578
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500
4579
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4580
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100
+42
4581
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4582
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+286
4583
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255
+125
4584
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71
+36
4585
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128
-123
4586
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4587
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4588
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4589
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4590
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4591
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4592
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4593
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+5
4594
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1
4595
$4K ﹤0.01%
256
+166
4596
$4K ﹤0.01%
43
4597
$4K ﹤0.01%
175
4598
$4K ﹤0.01%
+101
4599
$4K ﹤0.01%
90
+44
4600
$4K ﹤0.01%
411
+99