PAG
Private Advisor Group Portfolio holdings
AUM
$18.6B
1-Year Return
16.36%
This Quarter Return
-0.96%
1 Year Return
+16.36%
3 Year Return
+59.94%
5 Year Return
+99.84%
10 Year Return
+205.75%
AUM
$15.7B
AUM Growth
+$4.28B
(+37%)
Cap. Flow
+$4.45B
Cap. Flow
% of AUM
28.28%
Top 10 Holdings %
Top 10 Hldgs %
17.85%
Holding
2,109
New
146
Increased
1,493
Reduced
297
Closed
104
Top Buys
| 1 |
Apple
AAPL
|
$167M |
| 2 |
Vanguard Large-Cap ETF
VV
|
$100M |
| 3 |
Microsoft
MSFT
|
$90.1M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$86.8M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$84.7M |
Top Sells
Sector Composition
| 1 | Technology | 9.64% |
| 2 | Healthcare | 6.18% |
| 3 | Financials | 5.19% |
| 4 | Consumer Discretionary | 4.46% |
| 5 | Communication Services | 3.49% |
