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
51
$4.51M 0.42%
25,076
+726
52
$4.45M 0.41%
87,933
+661
53
$4.43M 0.41%
54,735
+32
54
$4.33M 0.4%
83,196
+2,321
55
$4.33M 0.4%
17,420
-998
56
$4.31M 0.4%
102,031
+2,253
57
$4.25M 0.39%
108,818
-1,599
58
$4.17M 0.38%
39,762
+1,130
59
$4.07M 0.38%
176,501
+89,039
60
$4.04M 0.37%
132,873
-9,652
61
$3.98M 0.37%
142,209
+83,259
62
$3.94M 0.36%
11,045
-137
63
$3.91M 0.36%
104,685
+456
64
$3.84M 0.35%
22,111
-15,464
65
$3.74M 0.35%
12,348
+305
66
$3.7M 0.34%
17,659
-253
67
$3.69M 0.34%
39,256
+1,621
68
$3.64M 0.34%
106,217
-9,950
69
$3.62M 0.33%
21,493
+13,184
70
$3.54M 0.33%
35,703
+19,563
71
$3.51M 0.32%
7,741
+29
72
$3.5M 0.32%
56,517
-1,476
73
$3.43M 0.32%
16,280
-361
74
$3.37M 0.31%
16,972
-622
75
$3.36M 0.31%
51,841
-8,189
1 2
3
4 5