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
526
$158K 0.01%
681
-70
527
$157K 0.01%
1,938
+352
528
$153K 0.01%
984
-26
529
$150K 0.01%
2,354
+707
530
$149K 0.01%
5,330
-1,150
531
$149K 0.01%
3,173
-126
532
$148K 0.01%
2,350
+2,300
533
$148K 0.01%
627
+34
534
$147K 0.01%
32,704
535
$146K 0.01%
4,520
+1,266
536
$146K 0.01%
492
+479
537
$146K 0.01%
3,193
+1,368
538
$145K 0.01%
630
+42
539
$142K 0.01%
2,800
540
$141K 0.01%
464
541
$141K 0.01%
4,775
542
$140K 0.01%
11,122
-1,584
543
$139K 0.01%
6,709
-1,470
544
$139K 0.01%
4,453
545
$139K 0.01%
3,251
-100
546
$137K 0.01%
4,425
+146
547
$137K 0.01%
1,417
+17
548
$137K 0.01%
1,461
+50
549
$137K 0.01%
5,602
+925
550
$137K 0.01%
4,795
20 21
22
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