AF
Advisornet Financial Portfolio holdings
AUM
$1.55B
1-Year Return
15.07%
This Quarter Return
+13.32%
1 Year Return
+15.07%
3 Year Return
+54.07%
5 Year Return
+83.86%
10 Year Return
–
AUM
$1.24B
AUM Growth
+$72.1M
(+6.2%)
Cap. Flow
-$65M
Cap. Flow
% of AUM
-5.25%
Top 10 Holdings %
Top 10 Hldgs %
28.5%
Holding
1,944
New
113
Increased
441
Reduced
551
Closed
194
Top Buys
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$4.83M |
| 2 |
Invesco Total Return Bond ETF
GTO
|
+$3.94M |
| 3 |
Apple
AAPL
|
+$3.89M |
| 4 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$3.25M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$3.13M |
Sector Composition
| 1 | Technology | 8.03% |
| 2 | Healthcare | 6.04% |
| 3 | Industrials | 5.44% |
| 4 | Consumer Discretionary | 5.14% |
| 5 | Financials | 4.58% |
