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
$1.08B
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,532
New
Increased
Reduced
Closed

Top Buys

1 +$7.53M
2 +$7.08M
3 +$5.7M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.27M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.71M

Sector Composition

1 Technology 8.89%
2 Industrials 4.43%
3 Healthcare 4.17%
4 Financials 3.77%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
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2477
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2478
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2479
-532
2480
-13
2481
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2482
-3
2483
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2484
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2485
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2486
-4,185
2487
-811
2488
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2489
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2490
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2491
-8
2492
-66
2493
-100
2494
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2495
-50
2496
-399
2497
-2
2498
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2499
-7
2500
-14