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
401
$305K 0.03%
375
+6
402
$304K 0.03%
11,039
-400
403
$304K 0.03%
15,667
+101
404
$299K 0.03%
963
-8
405
$299K 0.03%
17,816
-4,104
406
$297K 0.03%
11,259
-96
407
$295K 0.03%
15,420
-100
408
$295K 0.03%
13,150
+2,900
409
$293K 0.03%
2,544
-11
410
$289K 0.03%
2,285
-65
411
$286K 0.03%
13,587
+11,267
412
$285K 0.03%
8,089
+23
413
$284K 0.03%
10,352
-1,665
414
$284K 0.03%
1,716
+280
415
$277K 0.03%
10,230
+8,230
416
$277K 0.03%
6,050
+50
417
$276K 0.03%
7,900
-1,600
418
$274K 0.03%
25,014
-6,173
419
$273K 0.03%
2,991
-895
420
$270K 0.02%
10,908
+2,152
421
$268K 0.02%
6,670
-344
422
$265K 0.02%
2,565
-193
423
$265K 0.02%
4,068
-1,005
424
$264K 0.02%
11,957
425
$260K 0.02%
5,443
15 16
17
18 19