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
351
$409K 0.04%
13,410
+6,500
352
$409K 0.04%
10,195
+175
353
$403K 0.04%
19,170
+11
354
$403K 0.04%
2,672
+124
355
$401K 0.04%
3,518
-404
356
$398K 0.04%
280
+58
357
$397K 0.04%
+13,985
358
$396K 0.04%
13,261
-7,318
359
$396K 0.04%
5,114
+575
360
$390K 0.04%
15,147
361
$387K 0.04%
7,940
+1,020
362
$386K 0.04%
16,724
-6,946
363
$385K 0.04%
7,128
-2,603
364
$381K 0.04%
15,157
365
$381K 0.04%
10,446
+117
366
$380K 0.04%
11,251
+3,496
367
$373K 0.03%
3,665
+745
368
$371K 0.03%
3,301
+23
369
$370K 0.03%
10,465
+31
370
$370K 0.03%
3,972
+405
371
$366K 0.03%
4,371
-1,575
372
$365K 0.03%
29,294
+4,800
373
$363K 0.03%
7,944
+166
374
$361K 0.03%
7,304
+5,172
375
$358K 0.03%
+4,929
13 14
15
16 17