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
676
$88.4K 0.01%
2,260
-3
677
$87.7K 0.01%
1,100
-494
678
$87.6K 0.01%
1,859
-7,944
679
$87.2K 0.01%
2,107
-300
680
$86.9K 0.01%
2,693
-1,237
681
$86.4K 0.01%
7,365
+2,335
682
$86.3K 0.01%
977
-975
683
$85.6K 0.01%
2,335
684
$85.2K 0.01%
4,600
-23
685
$85.2K 0.01%
896
+39
686
$85.1K 0.01%
1,671
-35
687
$85.1K 0.01%
1,246
688
$84K 0.01%
1,527
689
$83.9K 0.01%
766
690
$83.1K 0.01%
843
+130
691
$81.4K 0.01%
1,870
+1,309
692
$81.2K 0.01%
526
+520
693
$80.9K 0.01%
2,019
-112
694
$80.8K 0.01%
1,354
695
$80.7K 0.01%
522
+300
696
$80.3K 0.01%
1,368
+91
697
$80.1K 0.01%
1,137
-173
698
$78.9K 0.01%
1,982
-37
699
$78.5K 0.01%
2,041
-463
700
$78.2K 0.01%
2,711
-3,765
26 27
28
29 30