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
701
$78.1K 0.01%
1,308
+134
702
$78K 0.01%
284
+6
703
$78K 0.01%
395
+131
704
$77.9K 0.01%
2,212
-25
705
$77.1K 0.01%
2,310
706
$76.4K 0.01%
895
+11
707
$76.4K 0.01%
518
+90
708
$76K 0.01%
1,000
709
$75.2K 0.01%
147
+59
710
$74.9K 0.01%
1,450
+307
711
$74.8K 0.01%
1,297
+10
712
$74.8K 0.01%
1,115
+17
713
$74.5K 0.01%
1,203
-97,676
714
$74.2K 0.01%
746
-1,012
715
$74.1K 0.01%
928
716
$73.9K 0.01%
4,162
+591
717
$73.6K 0.01%
422
-194
718
$72.8K 0.01%
2,170
-16
719
$72.4K 0.01%
+1,250
720
$71.7K 0.01%
3,687
721
$71.4K 0.01%
1,867
-1,200
722
$71.2K 0.01%
+2,000
723
$71K 0.01%
3,678
724
$70.4K 0.01%
1,061
+126
725
$69.9K 0.01%
551
+5
27 28
29
30 31