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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
4876
$1K ﹤0.01%
108
+1
4877
$1K ﹤0.01%
100
4878
$1K ﹤0.01%
50
-2
4879
$1K ﹤0.01%
+58
4880
$1K ﹤0.01%
50
4881
$1K ﹤0.01%
16
-6
4882
$1K ﹤0.01%
65
4883
$1K ﹤0.01%
53
-262
4884
$1K ﹤0.01%
615
+198
4885
$1K ﹤0.01%
40
4886
$1K ﹤0.01%
45
4887
$1K ﹤0.01%
49
+39
4888
$1K ﹤0.01%
50
4889
$1K ﹤0.01%
117
4890
$1K ﹤0.01%
167
4891
$1K ﹤0.01%
69
4892
$1K ﹤0.01%
68
4893
$1K ﹤0.01%
200
4894
$1K ﹤0.01%
300
4895
$1K ﹤0.01%
89
4896
$1K ﹤0.01%
114
4897
$1K ﹤0.01%
45
4898
$1K ﹤0.01%
83
4899
$1K ﹤0.01%
42
4900
$1K ﹤0.01%
144
194 195
196
197 198