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
$6.43B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,789
New
Increased
Reduced
Closed

Top Buys

1 +$69.8M
2 +$18.1M
3 +$14M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$13.3M
5
MCD icon
McDonald's
MCD
+$13.1M

Top Sells

1 +$29.1M
2 +$27.4M
3 +$26.9M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$22.2M
5
CELG
Celgene Corp
CELG
+$20.9M

Sector Composition

1 Technology 6.62%
2 Financials 4.98%
3 Healthcare 4.63%
4 Consumer Discretionary 3.4%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1676
-45
1677
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1678
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1679
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1680
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1681
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1684
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1685
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1686
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1687
-31,687
1688
-39,953
1689
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1690
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1691
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1692
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1693
-25,957
1694
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1695
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1696
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1697
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1698
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1699
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1700
-16,471