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
276
$654K 0.06%
8,841
+1,257
277
$651K 0.06%
7,902
-2,770
278
$642K 0.06%
3,369
+30
279
$632K 0.06%
21,498
+201
280
$630K 0.06%
1,915
-3
281
$628K 0.06%
25,866
282
$626K 0.06%
14,770
+6,975
283
$625K 0.06%
3,501
+1
284
$625K 0.06%
36,335
+5,779
285
$624K 0.06%
24,348
-143
286
$613K 0.06%
11,387
+975
287
$612K 0.06%
22,124
-1,512
288
$610K 0.06%
+11,005
289
$609K 0.06%
6,683
+25
290
$606K 0.06%
18,927
+225
291
$603K 0.06%
38,510
+1,944
292
$601K 0.06%
2,087
+78
293
$595K 0.05%
11,523
+8,801
294
$590K 0.05%
11,274
-348
295
$586K 0.05%
2,386
+668
296
$582K 0.05%
1,188
+39
297
$580K 0.05%
5,636
-116,529
298
$576K 0.05%
6,080
-1,104
299
$549K 0.05%
12,530
-1,531
300
$549K 0.05%
+14,031
10 11
12
13 14