AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.4B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,877
New
Increased
Reduced
Closed

Top Buys

1 +$15M
2 +$10.4M
3 +$8.28M
4
VT icon
Vanguard Total World Stock ETF
VT
+$7.99M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$7.82M

Sector Composition

1 Technology 7.4%
2 Healthcare 5.6%
3 Industrials 5.41%
4 Financials 4.96%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$4K ﹤0.01%
47
1527
$4K ﹤0.01%
125
1528
$4K ﹤0.01%
+250
1529
$4K ﹤0.01%
159
1530
$4K ﹤0.01%
100
1531
$4K ﹤0.01%
100
1532
$4K ﹤0.01%
29
1533
$4K ﹤0.01%
+160
1534
$4K ﹤0.01%
+90
1535
$4K ﹤0.01%
38
1536
$4K ﹤0.01%
+100
1537
$4K ﹤0.01%
+50
1538
$4K ﹤0.01%
+20
1539
$4K ﹤0.01%
54
+50
1540
$4K ﹤0.01%
737
1541
$4K ﹤0.01%
546
1542
$4K ﹤0.01%
+260
1543
$4K ﹤0.01%
527
+27
1544
$4K ﹤0.01%
12
+1
1545
$4K ﹤0.01%
+700
1546
$4K ﹤0.01%
+3
1547
$4K ﹤0.01%
103
1548
$4K ﹤0.01%
300
1549
$4K ﹤0.01%
258
1550
$4K ﹤0.01%
+23