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
751
$63.2K 0.01%
492
-437
752
$63.1K 0.01%
3,641
+40
753
$63K 0.01%
699
+312
754
$62.8K 0.01%
2,400
755
$62.1K 0.01%
4,883
+115
756
$61.5K 0.01%
1,034
757
$61.1K 0.01%
2,004
+4
758
$61K 0.01%
241
+23
759
$60.8K 0.01%
301
-50
760
$60.8K 0.01%
2,995
+25
761
$60.6K 0.01%
3,352
762
$60K 0.01%
2,110
+2,030
763
$59.5K 0.01%
865
-278
764
$59.3K 0.01%
5,677
-2,431
765
$59.1K 0.01%
2,210
766
$59.1K 0.01%
1,239
+14
767
$58.9K 0.01%
2,715
-72
768
$58.7K 0.01%
3,474
769
$58.5K 0.01%
528
-20
770
$58.1K 0.01%
+1,257
771
$58K 0.01%
1,483
+304
772
$57.7K 0.01%
703
-297
773
$57.6K 0.01%
796
+10
774
$57.5K 0.01%
1,488
+39
775
$57.3K 0.01%
482
-208
29 30
31
32 33