AF
Advisornet Financial Portfolio holdings
AUM
$1.55B
1-Year Return
15.07%
This Quarter Return
+1.55%
1 Year Return
+15.07%
3 Year Return
+54.07%
5 Year Return
+83.86%
10 Year Return
–
AUM
$740M
AUM Growth
+$15.9M
(+2.2%)
Cap. Flow
+$9.41M
Cap. Flow
% of AUM
1.27%
Top 10 Holdings %
Top 10 Hldgs %
31.34%
Holding
1,725
New
282
Increased
460
Reduced
398
Closed
95
Top Buys
| 1 |
Honeywell
HON
|
+$2.4M |
| 2 |
Apple
AAPL
|
+$1.98M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
+$1.97M |
| 4 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$1.79M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$1.23M |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
+$4.57M |
| 2 |
Materials Select Sector SPDR Fund
XLB
|
+$1.42M |
| 3 |
iShares Fallen Angels USD Bond ETF
FALN
|
+$1.19M |
| 4 |
Amazon
AMZN
|
+$1.08M |
| 5 |
Williams Companies
WMB
|
+$1.02M |
Sector Composition
| 1 | Healthcare | 6.2% |
| 2 | Industrials | 5.45% |
| 3 | Technology | 5.37% |
| 4 | Financials | 4.11% |
| 5 | Consumer Staples | 2.93% |
