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
4601
$5K ﹤0.01%
66
4602
$5K ﹤0.01%
192
4603
$5K ﹤0.01%
719
+437
4604
$5K ﹤0.01%
200
4605
$5K ﹤0.01%
494
-1
4606
$5K ﹤0.01%
326
+149
4607
$5K ﹤0.01%
68
4608
$5K ﹤0.01%
116
+38
4609
$5K ﹤0.01%
38
-56
4610
$5K ﹤0.01%
+244
4611
$5K ﹤0.01%
3
4612
$5K ﹤0.01%
79
4613
$5K ﹤0.01%
50
4614
$5K ﹤0.01%
+300
4615
$5K ﹤0.01%
475
4616
$5K ﹤0.01%
239
-59
4617
$5K ﹤0.01%
358
4618
$5K ﹤0.01%
64
+17
4619
$5K ﹤0.01%
+120
4620
$5K ﹤0.01%
200
4621
$5K ﹤0.01%
295
+122
4622
$5K ﹤0.01%
242
-158
4623
$5K ﹤0.01%
149
-697
4624
$5K ﹤0.01%
232
-349
4625
$5K ﹤0.01%
194
+67