PAG

Private Advisor Group Portfolio holdings

AUM $18.6B
1-Year Est. Return 16.36%
This Quarter Est. Return
1 Year Est. Return
+16.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.58B
AUM Growth
+$525M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,504
New
Increased
Reduced
Closed

Top Buys

1 +$38M
2 +$21.5M
3 +$19.5M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$19.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.8M

Sector Composition

1 Financials 6.11%
2 Technology 5.84%
3 Consumer Staples 5.53%
4 Healthcare 5.51%
5 Industrials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$734K 0.02%
12,289
+7,165
652
$733K 0.02%
19,934
+7,300
653
$728K 0.02%
9,047
+1,197
654
$728K 0.02%
9,902
+386
655
$727K 0.02%
15,819
+4,968
656
$725K 0.02%
7,841
+31
657
$720K 0.02%
14,502
+231
658
$720K 0.02%
36,277
+2,895
659
$715K 0.02%
29,044
+216
660
$714K 0.02%
88,188
+76,448
661
$709K 0.02%
29,566
+13,908
662
$709K 0.02%
12,870
-1,088
663
$707K 0.02%
6,104
-3,202
664
$705K 0.02%
9,671
+953
665
$704K 0.02%
12,601
+7,846
666
$702K 0.02%
6,370
-714
667
$700K 0.02%
13,311
-3,672
668
$698K 0.02%
8,532
+2,596
669
$692K 0.02%
1,562
+1,138
670
$692K 0.02%
11,296
-213
671
$689K 0.02%
16,868
+7,392
672
$687K 0.02%
28,275
+637
673
$679K 0.02%
+26,620
674
$679K 0.02%
25,895
-490
675
$678K 0.02%
61,768
-1,910