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
$10.2B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,466
New
Increased
Reduced
Closed

Top Buys

1 +$124M
2 +$74.8M
3 +$69.6M
4
HDV icon
iShares Core High Dividend ETF
HDV
+$60M
5
VUG icon
Vanguard Growth ETF
VUG
+$58M

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
5351
$0 ﹤0.01%
9
5352
$0 ﹤0.01%
8
5353
$0 ﹤0.01%
19
5354
$0 ﹤0.01%
+10
5355
-100
5356
$0 ﹤0.01%
8
5357
$0 ﹤0.01%
29
5358
$0 ﹤0.01%
40
5359
-12