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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
2,533
New
Increased
Reduced
Closed

Top Buys

1
+$7.05M
2
+$6.63M
3
+$5.47M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.22M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.46M

Top Sells

1
+$22.4M
2
+$17.1M
3
+$16.4M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$14.1M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$13.3M

Sector Composition

1 Technology 8.87%
2 Industrials 4.43%
3 Healthcare 4.17%
4 Financials 3.79%
5 Consumer Discretionary 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
– –
-367
2502
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-191
2503
– –
-500
2504
– –
0
2505
– –
-11
2506
– –
-4,185
2507
– –
-811
2508
– –
-5
2509
– –
-82
2510
– –
-140
2511
– –
-50
2512
– –
-399
2513
– –
-2
2514
– –
-2
2515
– –
-7
2516
– –
-14
2517
– –
-54,034
2518
– –
-875
2519
– –
-275
2520
– –
-503
2521
– –
0
2522
– –
-23
2523
– –
-20
2524
– –
-9
2525
– –
-493
98 99 100
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