AF
Advisornet Financial Portfolio holdings
AUM
$1.55B
1-Year Return
15.07%
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
+$204M
(+15%)
Cap. Flow
+$101M
Cap. Flow
% of AUM
6.49%
Top 10 Holdings %
Top 10 Hldgs %
21.2%
Holding
2,368
New
219
Increased
811
Reduced
641
Closed
163
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 | 3.63% |
| 4 | Healthcare | 2.77% |
| 5 | Consumer Discretionary | 1.85% |
