Advisor Group Holdings is based out of Phoenix. Their last reported 13F filing for Q3 2020 included $33,426,644,000 in managed 13F securities and a top 10 holdings concentration of 17.72%. Advisor Group Holdings's largest holding is Apple Inc with shares held of 9,708,347. Whalewisdom has at least 22 13F filings, and 2 13D filings The firm last filed a Form D notice of exempt offering of securities on 2017-01-11. The notice included securities offered of Equity
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[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
09/30/2020
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for ADVISOR GROUP HOLDINGS, INC.
Top 20 equal-weighted holdings. Performance numbers calculated through 2020-11-16
Performance for Q3 2020: | 4.58% |
Performance Last 4 Quarters: | 11.98% |
Stdev (5-yrs): | Subscription required | BETA (5-yrs): | Subscription required | ALPHA (3-yrs): | Subscription required |
Max Drawdown (all-years): | Subscription required | Annualized Perf (3-yrs): | Subscription required | Batting Avg vs S&P. (3-yrs): | Subscription required |
Sortino (3-yrs): | Subscription required | Stutzer (3-yrs): | Subscription required | Treynor (3-yrs): | Subscription required |
Sterling (3-yrs): | Subscription required | Calmar (3-yrs): | Subscription required | Information Ratio (3-yrs): | Subscription required |
Tracking Error (3 yrs): | Subscription required | Stdev Down (3-yrs): | Subscription required | Winning Months %: | Subscription required |
Losing Months %: | Subscription required | Best 12 Months: | Subscription required | Worst 12 Months: | Subscription required |
Efficiency Ratio (3-yrs): | Subscription required | Sharpe: | Subscription required | Stdev Sectors: | Subscription required |
Skewness (3-yrs): | Subscription required | Kurtosis (3-yrs): | Subscription required | Upside Potential (3-yrs): | Subscription required |
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Form D is a form to be used to file a notice of an exempt offering of securities with the Securities and Exchange Commission. Form D contains basic information about the offering and the company.
Filing Date | Form Type | Industry Group | Securities Offered | Total Offering Amount | Total Amount Sold | Total Remaining |
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2017-01-11 | D/A | OTHER BANKING AND FINANCIAL SERVICES | Equity | INDEFINITE | 9,150,000 | INDEFINITE |
2016-10-07 | D | OTHER BANKING AND FINANCIAL SERVICES | Equity | INDEFINITE | 0 | INDEFINITE |
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No Other Issuers |
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ALLISON LEE PRATT | subscription required |
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ANDREA MICHELLE DIRCKS-LARSEN | subscription required |
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CYNTHIA ANN HAMEL | subscription required |
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DMITRY GOLDIN | subscription required |
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DONALD B. MARRON | subscription required |
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ERICA MAJA MCGINNIS | subscription required |
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JAMES WILLIAM CLABBY III | subscription required |
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JAMES MACNAUGHTON | subscription required |
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JAMES DALE PRICE | subscription required |
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JEFFREY MICHAEL AULD | subscription required |
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JEROME JOHN MURPHY | subscription required |
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MARK F. VASSALLO | subscription required |
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MARY KATHRYN SIMONSON | subscription required |
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MATTHEW ADAM SCHLUETER | subscription required |
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NOAH DAVID SORKIN | subscription required |
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PATRICK DAIGNAULT | subscription required |
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RICHARD DAVID FERGESEN | subscription required |
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RICHARD J. STERNE | subscription required |
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STUART SZABO | subscription required |
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SUSAN SUSKIND THEDER | subscription required |
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VALERIE GAY BROWN | subscription required |
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