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
$9.92B
AUM Growth
+$2.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,430
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$92.6M
3
+$82.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$68.7M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$56.1M

Top Sells

1
+$49.3M
2
+$18.6M
3
+$10.1M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$9.22M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$7.78M

Sector Composition

1 Technology 6.46%
2 Financials 4.92%
3 Healthcare 4.41%
4 Industrials 4.09%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$254K ﹤0.01%
35,878
+1,202
1977
$254K ﹤0.01%
4,089
-100
1978
$254K ﹤0.01%
3,314
+130
1979
$254K ﹤0.01%
19,351
+2,035
1980
$254K ﹤0.01%
28,493
+17,267
1981
$254K ﹤0.01%
10,085
+1,953
1982
$253K ﹤0.01%
3,647
+1,373
1983
$253K ﹤0.01%
6,267
+1,799
1984
$253K ﹤0.01%
6,240
+689
1985
$253K ﹤0.01%
+26,790
1986
$253K ﹤0.01%
8,587
+3,026
1987
$253K ﹤0.01%
4,262
-2,219
1988
$253K ﹤0.01%
5,277
+2,370
1989
$252K ﹤0.01%
3,227
+2,364
1990
$252K ﹤0.01%
16,028
-1,703
1991
$252K ﹤0.01%
3,447
+1,209
1992
$252K ﹤0.01%
2,735
+897
1993
$251K ﹤0.01%
+9,980
1994
$251K ﹤0.01%
5,630
+2,772
1995
$251K ﹤0.01%
5,063
+538
1996
$250K ﹤0.01%
5,045
+747
1997
$250K ﹤0.01%
12,640
+3,488
1998
$250K ﹤0.01%
1,249
+740
1999
$249K ﹤0.01%
14,389
+9,473
2000
$249K ﹤0.01%
5,302
+629
78 79
80
81 82