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
576
$127K 0.01%
4,178
+860
577
$127K 0.01%
3,652
-931
578
$126K 0.01%
645
579
$126K 0.01%
3,474
+38
580
$126K 0.01%
5,930
581
$125K 0.01%
1,334
+352
582
$125K 0.01%
54,424
-290
583
$125K 0.01%
515
-8
584
$124K 0.01%
+12,478
585
$124K 0.01%
1,227
586
$124K 0.01%
1,039
-190
587
$123K 0.01%
657
+5
588
$123K 0.01%
1,575
+190
589
$123K 0.01%
1,972
+1,533
590
$123K 0.01%
1,000
591
$122K 0.01%
2,340
+364
592
$122K 0.01%
4,994
-5,066
593
$121K 0.01%
911
+90
594
$121K 0.01%
1,059
+733
595
$121K 0.01%
3,782
-29
596
$120K 0.01%
895
-1,163
597
$119K 0.01%
+1,402
598
$118K 0.01%
576
+76
599
$118K 0.01%
394
+19
600
$118K 0.01%
20,739
-1,178
22 23
24
25 26