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
426
$259K 0.02%
22,589
-2,726
427
$258K 0.02%
992
+2
428
$257K 0.02%
13,030
-1,670
429
$255K 0.02%
1,910
+40
430
$255K 0.02%
4,361
+43
431
$254K 0.02%
658
+15
432
$252K 0.02%
4,012
+36
433
$251K 0.02%
532
+16
434
$246K 0.02%
1,456
-65
435
$246K 0.02%
5,010
+10
436
$244K 0.02%
6,794
-3,888
437
$243K 0.02%
3,137
+1,420
438
$243K 0.02%
3,608
-375
439
$243K 0.02%
2,993
+465
440
$243K 0.02%
720
-45
441
$242K 0.02%
964
-472
442
$242K 0.02%
883
+7
443
$241K 0.02%
770
+326
444
$239K 0.02%
8,377
-109
445
$236K 0.02%
1,188
-5
446
$235K 0.02%
13,676
-2,530
447
$233K 0.02%
6,540
448
$232K 0.02%
11,324
-11,919
449
$230K 0.02%
8,539
+85
450
$227K 0.02%
4,044
-2,566
16 17
18
19 20