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AG

Advisor Group Portfolio holdings

AUM $14.5B
1-Year Est. Return 24.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.2B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,466
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$80.2M
3
+$74.2M
4
HDV
iShares Core High Dividend ETF
HDV
+$63.2M
5
VUG icon
Vanguard Growth ETF
VUG
+$62.6M

Top Sells

1
+$61M
2
+$44.4M
3
+$38.1M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$29.8M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$22.4M

Sector Composition

1 Technology 5.26%
2 Financials 4.59%
3 Healthcare 4.15%
4 Consumer Discretionary 3.48%
5 Industrials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4851
$1K ﹤0.01%
12
4852
$1K ﹤0.01%
300
-1,500
4853
$1K ﹤0.01%
105
4854
$1K ﹤0.01%
37
+12
4855
$1K ﹤0.01%
223
+63
4856
$1K ﹤0.01%
300
4857
$1K ﹤0.01%
3
4858
$1K ﹤0.01%
29
4859
$1K ﹤0.01%
+540
4860
$1K ﹤0.01%
86
-856
4861
$1K ﹤0.01%
294
-747
4862
$1K ﹤0.01%
+18
4863
$1K ﹤0.01%
107
-67
4864
$1K ﹤0.01%
200
4865
$1K ﹤0.01%
50
4866
$1K ﹤0.01%
66
+54
4867
$1K ﹤0.01%
140
4868
$1K ﹤0.01%
+600
4869
$1K ﹤0.01%
700
4870
$1K ﹤0.01%
59
-1,971
4871
$1K ﹤0.01%
571
4872
$1K ﹤0.01%
154
+65
4873
$1K ﹤0.01%
20
-2
4874
$1K ﹤0.01%
100
4875
$1K ﹤0.01%
210
193 194
195
196 197