PAG
Private Advisor Group Portfolio holdings
AUM
$18.6B
This Quarter Return
+6.17%
1 Year Return
+16.36%
3 Year Return
+59.94%
5 Year Return
+99.84%
10 Year Return
+205.75%
AUM
$16.1B
AUM Growth
+$16.1B
(+8%)
Cap. Flow
+$409M
Cap. Flow
% of AUM
2.54%
Top 10 Holdings %
Top 10 Hldgs %
17.74%
Holding
2,481
New
161
Increased
1,099
Reduced
1,066
Closed
91
Top Buys
| 1 |
Broadcom
AVGO
|
$51.6M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$22.4M |
| 3 |
Simplify Hedged Equity ETF
HEQT
|
$18.6M |
| 4 |
John Hancock Multifactor Small Cap ETF
JHSC
|
$17.6M |
| 5 |
Invesco Total Return Bond ETF
GTO
|
$13.7M |
Top Sells
Sector Composition
| 1 | Technology | 9.87% |
| 2 | Financials | 4.31% |
| 3 | Consumer Discretionary | 3.22% |
| 4 | Healthcare | 3.2% |
| 5 | Industrials | 2.65% |