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
476
$194K 0.02%
3,330
-1,326
477
$194K 0.02%
2,569
-844
478
$193K 0.02%
4,544
+192
479
$193K 0.02%
1,407
-36
480
$188K 0.02%
4,274
-175
481
$188K 0.02%
3,659
-287
482
$186K 0.02%
+6,053
483
$185K 0.02%
1,083
-56
484
$184K 0.02%
295
+28
485
$184K 0.02%
679
+30
486
$184K 0.02%
960
487
$184K 0.02%
1,292
+64
488
$183K 0.02%
1,343
489
$182K 0.02%
3,994
+53
490
$180K 0.02%
1,055
-22
491
$180K 0.02%
3,757
+438
492
$179K 0.02%
5,067
+1,458
493
$179K 0.02%
2,224
+26
494
$177K 0.02%
2,230
495
$177K 0.02%
7,110
496
$177K 0.02%
2,283
-601
497
$176K 0.02%
1,285
+200
498
$176K 0.02%
2,128
-20
499
$175K 0.02%
2,585
-1,694
500
$175K 0.02%
7,655
+52
18 19
20
21 22