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
726
$69.4K 0.01%
3,117
-1,477
727
$69K 0.01%
2,406
+50
728
$69K 0.01%
1,868
-811
729
$68.8K 0.01%
460
+60
730
$68.7K 0.01%
463
+44
731
$68.7K 0.01%
2,839
+82
732
$68.5K 0.01%
6,089
733
$68.4K 0.01%
1,893
+289
734
$68.4K 0.01%
311
+184
735
$67.9K 0.01%
3,283
-5,102
736
$67.7K 0.01%
2,075
737
$67.4K 0.01%
249
738
$67K 0.01%
10,006
+4
739
$66.9K 0.01%
786
-189
740
$66.6K 0.01%
1,915
741
$65K 0.01%
1,951
+35
742
$64.9K 0.01%
1,863
+42
743
$64.8K 0.01%
404
+34
744
$64.6K 0.01%
2,925
+25
745
$64.2K 0.01%
790
+6
746
$64.2K 0.01%
344
-1
747
$64.2K 0.01%
1,025
748
$63.7K 0.01%
5,000
749
$63.5K 0.01%
946
+7
750
$63.2K 0.01%
1,600
+400
28 29
30
31 32