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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
4926
$1K ﹤0.01%
41
4927
– –
0
4928
$1K ﹤0.01%
10
4929
$1K ﹤0.01%
104
4930
$1K ﹤0.01%
137
-23
4931
$1K ﹤0.01%
238
4932
$1K ﹤0.01%
300
4933
$1K ﹤0.01%
3
-28
4934
$1K ﹤0.01%
12
-121
4935
$1K ﹤0.01%
73
4936
$1K ﹤0.01%
+449
4937
$1K ﹤0.01%
+270
4938
$1K ﹤0.01%
33
-21
4939
$1K ﹤0.01%
100
4940
$1K ﹤0.01%
250
4941
$1K ﹤0.01%
23
-11
4942
$1K ﹤0.01%
60
-19
4943
$1K ﹤0.01%
145
4944
$1K ﹤0.01%
100
4945
$1K ﹤0.01%
1,343
-494
4946
$1K ﹤0.01%
32
4947
$1K ﹤0.01%
105
-53
4948
$1K ﹤0.01%
129
+29
4949
$1K ﹤0.01%
41
-7
4950
$1K ﹤0.01%
+85
196 197
198
199 200