PAG
Private Advisor Group Portfolio holdings
AUM
$18.6B
1-Year Return
16.36%
This Quarter Return
+3.75%
1 Year Return
+16.36%
3 Year Return
+59.94%
5 Year Return
+99.84%
10 Year Return
+205.75%
AUM
$4.04B
AUM Growth
+$349M
(+9.4%)
Cap. Flow
+$167M
Cap. Flow
% of AUM
4.13%
Top 10 Holdings %
Top 10 Hldgs %
17.02%
Holding
1,531
New
152
Increased
822
Reduced
417
Closed
68
Top Buys
| 1 |
DuPont de Nemours
DD
|
$7.45M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$4.75M |
| 3 |
Exxon Mobil
XOM
|
$3.92M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.86M |
| 5 |
Vanguard Value ETF
VTV
|
$3.63M |
Top Sells
Sector Composition
| 1 | Financials | 5.9% |
| 2 | Technology | 5.42% |
| 3 | Healthcare | 5.28% |
| 4 | Industrials | 4.18% |
| 5 | Consumer Staples | 3.7% |
