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
326
$482K 0.04%
5,340
-4,440
327
$473K 0.04%
1,348
+57
328
$466K 0.04%
2,873
+156
329
$465K 0.04%
7,546
+81
330
$462K 0.04%
6,009
-298
331
$461K 0.04%
11,060
+4,597
332
$461K 0.04%
1,133
+9
333
$458K 0.04%
18,109
-3,433
334
$453K 0.04%
19,971
+6,594
335
$453K 0.04%
6,847
+86
336
$450K 0.04%
1,126
+8
337
$450K 0.04%
8,874
+6,888
338
$449K 0.04%
9,551
-22,561
339
$441K 0.04%
4,481
340
$436K 0.04%
2,336
+1,690
341
$432K 0.04%
14,495
+536
342
$432K 0.04%
2,000
+1,629
343
$430K 0.04%
2,526
+61
344
$430K 0.04%
2,609
-24
345
$426K 0.04%
6,942
+1,432
346
$424K 0.04%
5,410
+210
347
$423K 0.04%
5,363
-1,032
348
$421K 0.04%
920
+719
349
$420K 0.04%
3,556
-9
350
$414K 0.04%
14,193
12 13
14
15 16