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
626
$106K 0.01%
1,524
-225
627
$106K 0.01%
1,684
-1,726
628
$105K 0.01%
662
+18
629
$105K 0.01%
640
-21
630
$105K 0.01%
3,695
-398
631
$104K 0.01%
2,216
+933
632
$104K 0.01%
5,100
+900
633
$104K 0.01%
1,234
-1,182
634
$104K 0.01%
1,945
635
$103K 0.01%
+4,020
636
$102K 0.01%
1,221
-635
637
$102K 0.01%
2,700
638
$102K 0.01%
1,539
+15
639
$101K 0.01%
1,135
640
$101K 0.01%
466
+13
641
$101K 0.01%
1,965
-853
642
$101K 0.01%
133
+8
643
$100K 0.01%
535
+71
644
$99.5K 0.01%
1,839
-830
645
$99.3K 0.01%
2,882
+1,038
646
$98.9K 0.01%
1,000
647
$98.9K 0.01%
1,366
+26
648
$98.5K 0.01%
2,792
+20
649
$97.9K 0.01%
1,488
-11
650
$97.8K 0.01%
1,216
+736
24 25
26
27 28