PAG

Private Advisor Group Portfolio holdings

AUM $20.3B
1-Year Est. Return 19.54%
This Quarter Est. Return
1 Year Est. Return
+19.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.2B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,010
New
Increased
Reduced
Closed

Top Buys

1 +$44.5M
2 +$31.3M
3 +$29.7M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$27.7M
5
AAPL icon
Apple
AAPL
+$27.1M

Top Sells

1 +$61.6M
2 +$33M
3 +$15.7M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$14.7M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$9.86M

Sector Composition

1 Technology 8.76%
2 Consumer Discretionary 4.34%
3 Healthcare 4.33%
4 Financials 4.27%
5 Communication Services 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3351
$4K ﹤0.01%
+80
3352
$4K ﹤0.01%
+16
3353
$4K ﹤0.01%
+937
3354
$4K ﹤0.01%
+51
3355
$4K ﹤0.01%
525
3356
$4K ﹤0.01%
+238
3357
$4K ﹤0.01%
+250
3358
$4K ﹤0.01%
+631
3359
$4K ﹤0.01%
+1,000
3360
$4K ﹤0.01%
+14
3361
$4K ﹤0.01%
+400
3362
$4K ﹤0.01%
+200
3363
$4K ﹤0.01%
+264
3364
$4K ﹤0.01%
+510
3365
$4K ﹤0.01%
+75
3366
$4K ﹤0.01%
+200
3367
$4K ﹤0.01%
+166
3368
$4K ﹤0.01%
+82
3369
$4K ﹤0.01%
+897
3370
$4K ﹤0.01%
+200
3371
$4K ﹤0.01%
+1,500
3372
$4K ﹤0.01%
+530
3373
$4K ﹤0.01%
+735
3374
$4K ﹤0.01%
+270
3375
$4K ﹤0.01%
+202