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
451
$223K 0.02%
4,596
452
$222K 0.02%
1,111
+326
453
$220K 0.02%
1,106
+61
454
$218K 0.02%
7,501
+6,901
455
$218K 0.02%
1,013
+602
456
$214K 0.02%
3,375
+30
457
$213K 0.02%
2,138
+457
458
$213K 0.02%
6,759
-850
459
$213K 0.02%
3,524
+75
460
$211K 0.02%
5,165
+1,000
461
$211K 0.02%
2,165
-83
462
$208K 0.02%
2,143
+319
463
$208K 0.02%
1,744
+704
464
$205K 0.02%
3,539
+290
465
$203K 0.02%
+7,452
466
$203K 0.02%
893
+12
467
$203K 0.02%
5,874
+560
468
$200K 0.02%
2,438
-9,092
469
$200K 0.02%
886
+44
470
$199K 0.02%
6,322
-650
471
$198K 0.02%
3,465
-1,570
472
$197K 0.02%
4,101
+2
473
$197K 0.02%
9,506
+318
474
$197K 0.02%
8,176
-348
475
$195K 0.02%
6,790
-1,591
17 18
19
20 21