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
651
$97.4K 0.01%
2,000
652
$96.6K 0.01%
430
+1
653
$96.2K 0.01%
2,268
-543
654
$95.8K 0.01%
1,063
+347
655
$95.8K 0.01%
1,474
656
$95.4K 0.01%
946
+10
657
$95K 0.01%
1,201
+682
658
$94.5K 0.01%
420
+35
659
$94.4K 0.01%
405
-105
660
$94.2K 0.01%
436
+118
661
$94.1K 0.01%
447
+48
662
$93.2K 0.01%
1,000
663
$92.7K 0.01%
2,100
664
$92.3K 0.01%
2,582
+327
665
$92K 0.01%
2,128
+1,923
666
$92K 0.01%
556
+55
667
$91.8K 0.01%
+3,453
668
$91.2K 0.01%
510
669
$91K 0.01%
4,178
-1,938
670
$91K 0.01%
3,306
+1,761
671
$90.5K 0.01%
103
-20
672
$90.3K 0.01%
1,595
673
$90.2K 0.01%
1,250
-73
674
$90K 0.01%
1,847
+342
675
$89.6K 0.01%
2,600
-1,646
25 26
27
28 29