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
1251
$210K 0.01%
+7,953
1252
$210K 0.01%
3,389
-902
1253
$210K 0.01%
2,466
-90
1254
$209K 0.01%
4,047
-3,024
1255
$209K 0.01%
+8,992
1256
$208K 0.01%
14,825
1257
$208K 0.01%
+15,403
1258
$207K 0.01%
7,779
-926
1259
$207K 0.01%
+126,284
1260
$206K 0.01%
26,915
+6,153
1261
$206K 0.01%
2,635
1262
$206K 0.01%
+4,207
1263
$206K 0.01%
14,270
+3,136
1264
$205K 0.01%
+12,634
1265
$205K 0.01%
7,912
-187
1266
$204K 0.01%
+7,520
1267
$204K 0.01%
+8,862
1268
$204K 0.01%
+6,058
1269
$204K 0.01%
3,155
-423
1270
$203K 0.01%
18,361
-288
1271
$202K 0.01%
+8,077
1272
$202K 0.01%
+7,297
1273
$202K 0.01%
+2,405
1274
$201K 0.01%
+2,725
1275
$201K 0.01%
+5,441