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
$7.49B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,278
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.86%
2 Financials 5.49%
3 Industrials 4.49%
4 Healthcare 4.29%
5 Consumer Discretionary 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5051
-13
5052
-1,900
5053
$0 ﹤0.01%
+1
5054
-125
5055
$0 ﹤0.01%
5
5056
0
5057
$0 ﹤0.01%
14
5058
-200
5059
-1,000
5060
-65
5061
$0 ﹤0.01%
9
5062
-97
5063
$0 ﹤0.01%
+43
5064
-395
5065
-500
5066
-3,100
5067
-181
5068
$0 ﹤0.01%
29
5069
-4,390
5070
$0 ﹤0.01%
40
-20
5071
$0 ﹤0.01%
1
5072
-100
5073
$0 ﹤0.01%
+10
5074
$0 ﹤0.01%
2
5075
$0 ﹤0.01%
+7