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
551
$136K 0.01%
3,286
+2,176
552
$136K 0.01%
2,750
-175
553
$135K 0.01%
8,730
554
$135K 0.01%
1,246
+9
555
$134K 0.01%
8,616
+8,152
556
$134K 0.01%
1,014
-346
557
$134K 0.01%
1,391
-22
558
$133K 0.01%
556
-66
559
$133K 0.01%
4,070
-11
560
$133K 0.01%
2,063
+33
561
$132K 0.01%
6,441
-800
562
$132K 0.01%
690
+2
563
$132K 0.01%
1,579
-29
564
$131K 0.01%
3,182
-17
565
$131K 0.01%
2,992
-45
566
$130K 0.01%
1,192
+15
567
$130K 0.01%
8,977
-5,713
568
$129K 0.01%
10,621
-341
569
$129K 0.01%
572
+76
570
$129K 0.01%
1,659
-57
571
$129K 0.01%
2,151
-1,365
572
$128K 0.01%
1,459
-104
573
$128K 0.01%
1,634
+400
574
$127K 0.01%
1,468
-241
575
$127K 0.01%
916
+52
21 22
23
24 25