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 6.45%
2 Financials 4.92%
3 Healthcare 4.41%
4 Industrials 4.1%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4926
$1K ﹤0.01%
+83
4927
$1K ﹤0.01%
74
+37
4928
$1K ﹤0.01%
+55
4929
$1K ﹤0.01%
42
4930
$1K ﹤0.01%
56
4931
$1K ﹤0.01%
+44
4932
$1K ﹤0.01%
+128
4933
$1K ﹤0.01%
67
4934
$1K ﹤0.01%
22
4935
$1K ﹤0.01%
18
-48
4936
$1K ﹤0.01%
+10
4937
$1K ﹤0.01%
212
4938
$1K ﹤0.01%
+30
4939
$1K ﹤0.01%
30
4940
$1K ﹤0.01%
38
+3
4941
$1K ﹤0.01%
+315
4942
$1K ﹤0.01%
100
4943
$1K ﹤0.01%
5
4944
$1K ﹤0.01%
93
+65
4945
$1K ﹤0.01%
+62
4946
$1K ﹤0.01%
104
4947
$1K ﹤0.01%
250
4948
$1K ﹤0.01%
34
+7
4949
$1K ﹤0.01%
1
4950
$1K ﹤0.01%
120
-432