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
251
$776K 0.07%
9,386
+1
252
$771K 0.07%
2,944
253
$768K 0.07%
20,729
+377
254
$767K 0.07%
4,688
+155
255
$767K 0.07%
5,856
+333
256
$757K 0.07%
35,823
-7,581
257
$755K 0.07%
39,227
-15,467
258
$754K 0.07%
5,384
+82
259
$754K 0.07%
20,985
-75
260
$753K 0.07%
36,981
+183
261
$752K 0.07%
2,856
+162
262
$734K 0.07%
12,462
+390
263
$731K 0.07%
6,638
+4,294
264
$730K 0.07%
10,568
-786
265
$722K 0.07%
3,327
+887
266
$702K 0.06%
19,998
+16,416
267
$696K 0.06%
30,990
+10,638
268
$692K 0.06%
13,736
-1,671
269
$684K 0.06%
18,202
-1,667
270
$680K 0.06%
13,457
+1,946
271
$673K 0.06%
3,850
+88
272
$669K 0.06%
6,348
+1,486
273
$667K 0.06%
1,556
+1,521
274
$665K 0.06%
18,384
-3,608
275
$656K 0.06%
19,472
-698
9 10
11
12 13