AF
Advisornet Financial Portfolio holdings
AUM
$1.55B
1-Year Return
15.07%
This Quarter Return
+2.67%
1 Year Return
+15.07%
3 Year Return
+54.07%
5 Year Return
+83.86%
10 Year Return
–
AUM
$903M
AUM Growth
+$85M
(+10%)
Cap. Flow
+$66.7M
Cap. Flow
% of AUM
7.38%
Top 10 Holdings %
Top 10 Hldgs %
24.3%
Holding
1,866
New
214
Increased
563
Reduced
346
Closed
94
Top Buys
| 1 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$12.2M |
| 2 |
Vanguard Total Bond Market
BND
|
+$6.66M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
+$5.81M |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$4.39M |
| 5 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$3.45M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
+$3.39M |
| 2 |
Amazon
AMZN
|
+$2.44M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$2.3M |
| 4 |
Caterpillar
CAT
|
+$2.18M |
| 5 |
NVIDIA
NVDA
|
+$1.81M |
Sector Composition
| 1 | Healthcare | 6.2% |
| 2 | Technology | 5.74% |
| 3 | Industrials | 5.38% |
| 4 | Financials | 4.26% |
| 5 | Consumer Discretionary | 2.96% |
