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
26
$6.81M 0.63%
137,570
+4,600
27
$6.67M 0.61%
120,275
+47,350
28
$6.58M 0.61%
28,265
-26,150
29
$6.34M 0.58%
126,269
+23,259
30
$6.29M 0.58%
41,385
+1,634
31
$6.12M 0.56%
11,535
+307
32
$5.81M 0.54%
27,257
-64,244
33
$5.8M 0.53%
38,795
+482
34
$5.76M 0.53%
153,431
+7,785
35
$5.7M 0.53%
+215,581
36
$5.5M 0.51%
84,665
+2,856
37
$5.49M 0.51%
52,207
+3,084
38
$5.41M 0.5%
98,188
-5,020
39
$5.27M 0.49%
193,513
+27,658
40
$5.24M 0.48%
47,571
+2,123
41
$5.2M 0.48%
90,441
+2,463
42
$5.18M 0.48%
35,231
+1,486
43
$5.1M 0.47%
147,004
+5,570
44
$5.09M 0.47%
14,370
+240
45
$4.94M 0.46%
53,400
+19,572
46
$4.89M 0.45%
25,415
+14,353
47
$4.87M 0.45%
28,630
+960
48
$4.84M 0.45%
85,886
-782
49
$4.84M 0.45%
64,395
-34,497
50
$4.72M 0.43%
164,634
-22,197
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