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 5.87%
2 Financials 4.65%
3 Healthcare 3.84%
4 Consumer Discretionary 3.56%
5 Industrials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4976
$1K ﹤0.01%
35
4977
$1K ﹤0.01%
1,692
+1,415
4978
$1K ﹤0.01%
+875
4979
$1K ﹤0.01%
42
4980
$1K ﹤0.01%
23
4981
$1K ﹤0.01%
375
4982
$1K ﹤0.01%
30
4983
$1K ﹤0.01%
73
+1
4984
$1K ﹤0.01%
510
+400
4985
$1K ﹤0.01%
+700
4986
$1K ﹤0.01%
44
4987
$1K ﹤0.01%
154
4988
$1K ﹤0.01%
+138
4989
$1K ﹤0.01%
91
4990
$1K ﹤0.01%
42
4991
$1K ﹤0.01%
575
4992
$1K ﹤0.01%
+500
4993
$1K ﹤0.01%
85
4994
$1K ﹤0.01%
58
4995
$1K ﹤0.01%
+14
4996
$1K ﹤0.01%
1,100
4997
$1K ﹤0.01%
50
4998
$1K ﹤0.01%
+500
4999
$1K ﹤0.01%
43
5000
$1K ﹤0.01%
10
-26