AF
Advisornet Financial Portfolio holdings
AUM
$1.55B
1-Year Return
15.07%
This Quarter Return
+5.05%
1 Year Return
+15.07%
3 Year Return
+54.07%
5 Year Return
+83.86%
10 Year Return
–
AUM
$1.4B
AUM Growth
+$164M
(+13%)
Cap. Flow
+$108M
Cap. Flow
% of AUM
7.73%
Top 10 Holdings %
Top 10 Hldgs %
26.04%
Holding
1,877
New
161
Increased
521
Reduced
408
Closed
85
Top Buys
Top Sells
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$7.61M |
| 2 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$2.69M |
| 3 |
SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV
|
+$2.31M |
| 4 |
Invesco S&P MidCap Low Volatility ETF
XMLV
|
+$2.05M |
| 5 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$1.89M |
Sector Composition
| 1 | Technology | 7.4% |
| 2 | Healthcare | 5.6% |
| 3 | Industrials | 5.41% |
| 4 | Financials | 4.96% |
| 5 | Consumer Discretionary | 4.67% |
