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

Top Sells

1
+$22.4M
2
+$17.6M
3
+$17.3M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$14.8M
5
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$13.8M

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
2501
– –
0
2502
– –
-1,693
2503
– –
-2,517
2504
– –
-12
2505
– –
-54,034
2506
– –
-14
2507
– –
-225
2508
– –
-1,334
2509
– –
-591
2510
– –
-1,195
2511
– –
-16
2512
– –
-98
2513
– –
-1
2514
– –
-2,206
2515
– –
-373
2516
– –
-2,283
2517
– –
-8
2518
– –
-875
2519
– –
-275
2520
– –
-503
2521
– –
0
2522
– –
-23
2523
– –
-20
2524
– –
-9
2525
– –
-493
98 99 100
101
102