Fund · measured from SEC filings
AG holdings
AG does not file Form N-PORT, so its holdings cannot be measured the way the rest of this site measures funds. Saying so is more useful than leaving it out.
Not measurable from filings
AG is structured as a unit investment trust or commodity trust rather than a registered investment company, so it does not file Form N-PORT and its holdings cannot be measured the way the rest of the concentration table is. Saying so is more useful than quietly leaving it out.
Essays that examine AG
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SOXL Holdings: What the 3x Semiconductor ETF Actually Owns
SOXL's SEC filing lists 42 positions: 30 semiconductor stocks worth 57% of net assets, eight index swaps with a notional of $41 billion (243% of net assets), and 39% in Treasury money funds. The stocks and the swap notional add to exactly 300%. Here is what the 3x semiconductor ETF holds, where the leverage comes from, who the counterparties are, and why its holdings count cannot be read like SOXX's.
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The 2026 Semiconductor Selloff, Part 2 — SOXX vs SMH vs SOXQ: Which Chip ETF Actually Fits a Long-Term Portfolio
The three funds look nearly identical on realized volatility and five-year max drawdown, but SMH's 5Y CAGR beat SOXX by roughly 4.9 percentage points a year...
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The Three-Fund Portfolio in 2026: What VTI, VXUS, and BND Actually Delivered
Over the trailing five years, VTI did the heavy lifting (12.3% CAGR), VXUS lagged (7.9%), and BND delivered almost nothing (0.1%) — yet that spread is the...
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