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
501
$174K 0.02%
5,303
+557
502
$174K 0.02%
2,907
503
$173K 0.02%
4,847
-10,500
504
$173K 0.02%
6,258
+3,083
505
$172K 0.02%
1,097
-497
506
$172K 0.02%
1,724
+67
507
$171K 0.02%
1,257
+16
508
$170K 0.02%
1,287
-46
509
$170K 0.02%
1,275
+268
510
$169K 0.02%
2,765
-880
511
$168K 0.02%
1,457
-338
512
$165K 0.02%
1,522
+106
513
$163K 0.02%
4,400
514
$163K 0.02%
7,118
+1,827
515
$163K 0.02%
336
+1
516
$163K 0.02%
2,941
-1,320
517
$162K 0.01%
4,492
-113
518
$162K 0.01%
7,743
-800
519
$161K 0.01%
2,118
+273
520
$161K 0.01%
3,425
+425
521
$160K 0.01%
366
522
$160K 0.01%
2,217
-865
523
$159K 0.01%
1,222
+800
524
$158K 0.01%
8,941
+79
525
$158K 0.01%
2,610
19 20
21
22 23