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
301
$546K 0.05%
3,524
+79
302
$546K 0.05%
4,137
+546
303
$541K 0.05%
16,863
-1,483
304
$539K 0.05%
7,687
-1,341
305
$531K 0.05%
16,230
-336
306
$530K 0.05%
3,050
+33
307
$526K 0.05%
7,304
-1,392
308
$526K 0.05%
14,563
+783
309
$524K 0.05%
3,621
+5
310
$519K 0.05%
10,890
+6,990
311
$519K 0.05%
10,470
+312
312
$516K 0.05%
11,930
-85
313
$515K 0.05%
16,295
+83
314
$511K 0.05%
10,220
+6,559
315
$510K 0.05%
6,086
-27,821
316
$509K 0.05%
8,883
-1,073
317
$508K 0.05%
7,805
+88
318
$503K 0.05%
12,512
+495
319
$496K 0.05%
3,455
+4
320
$496K 0.05%
9,038
-1,003
321
$493K 0.05%
18,171
+1,805
322
$492K 0.05%
1,889
-24
323
$492K 0.05%
2,240
+189
324
$490K 0.05%
33,135
+300
325
$484K 0.04%
24,255
-2,430
11 12
13
14 15