Managers / Q1 2019 · view latest →
Advisor Group, Inc.
CIK 0001681115 · 2800 N. CENTRAL AVENUE, SUITE 2100, PHOENIX, AZ, 85004 · 800-552-3319
Reported Value
$12.2B
Q1 2019
Positions
16,415
Filings on Record
5
2019–present window
Filed
May 9, 2019
original filing
Summary
Advisor Group, Inc. reported $12.2B in U.S.-listed holdings across 16,415 positions for Q1 2019.
Its largest position, IVV, represents 2.5% of the portfolio.
Compared with Q4 2018, the fund opened 310 new positions and exited 242.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2019
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q4 2019 | $14.5B | 16,477 | Feb 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $13.6B | 16,705 | Nov 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $13.0B | 16,517 | Jul 31, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $12.2B | 16,415 | May 9, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $10.2B | 15,928 | Feb 11, 2019 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 5 additional managers.
- ROYAL ALLIANCE ASSOCIATES INC
- SAGEPOINT FINANCIAL, INC.
- FSC Securities CORP
- WOODBURY FINANCIAL SERVICES, INC.
- Vision2020 Wealth Management Copr.
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.