SAG

SageView Advisory Group Portfolio holdings

AUM $2.64B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.32B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Sells

1 +$2.91M
2 +$1.7M
3 +$1.47M
4
AON icon
Aon
AON
+$1.39M
5
IAPR icon
Innovator International Developed Power Buffer ETF April
IAPR
+$1.21M

Sector Composition

1 Technology 6.67%
2 Financials 2.96%
3 Industrials 2.3%
4 Consumer Discretionary 2.11%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$981K 0.04%
18,132
-1,204
227
$980K 0.04%
4,271
+1,871
228
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+15,741
229
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40,907
-7,609
230
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27,452
+10,326
231
$920K 0.04%
14,276
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232
$914K 0.04%
6,394
+1,831
233
$914K 0.04%
11,715
+1,157
234
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4,800
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235
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11,185
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236
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4,244
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237
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238
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239
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242
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9,711
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243
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9,481
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244
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245
$857K 0.04%
18,960
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246
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2,429
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247
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+35,623
248
$852K 0.04%
+33,894
249
$842K 0.04%
2,560
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250
$833K 0.04%
39,351
-44