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
1226
$221K 0.01%
+2,404
1227
$221K 0.01%
15,162
-1,000
1228
$220K 0.01%
15,513
-3,000
1229
$220K 0.01%
3,280
-2,864
1230
$220K 0.01%
+9,607
1231
$220K 0.01%
+2,791
1232
$219K 0.01%
10,563
+306
1233
$219K 0.01%
+7,025
1234
$218K 0.01%
47,182
+588
1235
$216K 0.01%
+2,389
1236
$216K 0.01%
+5,230
1237
$216K 0.01%
+10,056
1238
$215K 0.01%
+1,525
1239
$215K 0.01%
+3,285
1240
$214K 0.01%
+8,520
1241
$214K 0.01%
+5,097
1242
$213K 0.01%
6,469
-296
1243
$213K 0.01%
+15,347
1244
$213K 0.01%
+17,000
1245
$212K 0.01%
7,861
-1,209
1246
$211K 0.01%
14,786
+105
1247
$211K 0.01%
+3,159
1248
$210K 0.01%
+3,206
1249
$210K 0.01%
+1,997
1250
$210K 0.01%
+4,487