AF
Advisornet Financial Portfolio holdings
AUM
$1.55B
This Quarter Return
+8.91%
1 Year Return
+15.07%
3 Year Return
+54.07%
5 Year Return
+83.86%
10 Year Return
–
AUM
$1.55B
AUM Growth
+$1.55B
(+15%)
Cap. Flow
+$102M
Cap. Flow
% of AUM
6.56%
Top 10 Holdings %
Top 10 Hldgs %
21.2%
Holding
2,368
New
219
Increased
814
Reduced
639
Closed
164
Top Buys
1 |
iShares Core S&P 500 ETF
IVV
|
$21.7M |
2 |
Vanguard Total Bond Market
BND
|
$14.2M |
3 |
Dimensional US Core Equity Market ETF
DFAU
|
$13.7M |
4 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
$12.6M |
5 |
Vanguard High Dividend Yield ETF
VYM
|
$11.1M |
Top Sells
Sector Composition
1 | Technology | 7.59% |
2 | Financials | 4.14% |
3 | Industrials | 3.64% |
4 | Healthcare | 2.77% |
5 | Consumer Discretionary | 1.85% |