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
376
$357K 0.03%
1,762
+48
377
$349K 0.03%
2,410
-102,107
378
$348K 0.03%
35,520
+6,577
379
$347K 0.03%
1,139
+35
380
$346K 0.03%
8,055
-1,050
381
$346K 0.03%
7,244
-1,527
382
$344K 0.03%
6,680
+69
383
$340K 0.03%
3,277
+77
384
$340K 0.03%
2,928
-263
385
$337K 0.03%
10,500
-863
386
$336K 0.03%
1,776
+17
387
$328K 0.03%
2,110
-166
388
$327K 0.03%
36,852
-1,814
389
$324K 0.03%
12,915
-3,936
390
$324K 0.03%
+5,473
391
$321K 0.03%
27,730
-21,284
392
$320K 0.03%
1,253
+5
393
$319K 0.03%
10,245
+2,125
394
$319K 0.03%
13,050
-9,387
395
$317K 0.03%
4,070
396
$316K 0.03%
3,718
-2
397
$315K 0.03%
8,281
+1,324
398
$313K 0.03%
1,643
+601
399
$311K 0.03%
2,662
+5
400
$309K 0.03%
8,848
-77
14 15
16
17 18