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
1776
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1778
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1779
$0 ﹤0.01%
223
1780
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1781
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$0 ﹤0.01%
18
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1786
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1788
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1789
$0 ﹤0.01%
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1790
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1791
$0 ﹤0.01%
5
1792
$0 ﹤0.01%
5
1793
0
1794
-6,500
1795
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1798
$0 ﹤0.01%
1
1799
-4,550
1800
-66