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
601
$116K 0.01%
3,334
+121
602
$116K 0.01%
1,055
603
$115K 0.01%
530
+1
604
$115K 0.01%
2,732
+166
605
$115K 0.01%
295
-39
606
$114K 0.01%
4,290
-311
607
$114K 0.01%
272
+268
608
$114K 0.01%
8,128
609
$113K 0.01%
2,942
+4
610
$112K 0.01%
1,811
-541
611
$112K 0.01%
2,010
612
$112K 0.01%
3,431
+5
613
$111K 0.01%
5,353
-98
614
$110K 0.01%
3,534
-826
615
$110K 0.01%
1,213
+5
616
$110K 0.01%
1,800
+1,797
617
$109K 0.01%
5,066
-6
618
$109K 0.01%
2,260
+19
619
$109K 0.01%
791
+22
620
$109K 0.01%
3,660
621
$109K 0.01%
1,424
-44
622
$108K 0.01%
744
+31
623
$108K 0.01%
1,369
-9
624
$108K 0.01%
1,134
+562
625
$106K 0.01%
1,382
+18
23 24
25
26 27