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 5.88%
2 Financials 4.64%
3 Healthcare 3.84%
4 Consumer Discretionary 3.56%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5051
$1K ﹤0.01%
47
5052
$1K ﹤0.01%
35
5053
$1K ﹤0.01%
1,692
+1,415
5054
$1K ﹤0.01%
100
-200
5055
$1K ﹤0.01%
179
5056
$1K ﹤0.01%
+875
5057
$1K ﹤0.01%
42
5058
$1K ﹤0.01%
23
5059
$1K ﹤0.01%
375
5060
$1K ﹤0.01%
4
5061
$1K ﹤0.01%
44
5062
$1K ﹤0.01%
154
5063
$1K ﹤0.01%
+138
5064
$1K ﹤0.01%
91
5065
$1K ﹤0.01%
42
5066
$1K ﹤0.01%
215
5067
$1K ﹤0.01%
+158
5068
$1K ﹤0.01%
24
5069
$1K ﹤0.01%
36
5070
$1K ﹤0.01%
+52
5071
$1K ﹤0.01%
10
5072
$1K ﹤0.01%
+100
5073
0
5074
$1K ﹤0.01%
57
-5
5075
$1K ﹤0.01%
120