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
$658M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,309
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$26.4M
3
+$25.7M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$25.3M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$24.2M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 6.12%
2 Industrials 5.47%
3 Technology 5.01%
4 Financials 4.15%
5 Consumer Staples 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$30K ﹤0.01%
+1,295
777
$30K ﹤0.01%
+1,250
778
$30K ﹤0.01%
+470
779
$30K ﹤0.01%
+7,300
780
$30K ﹤0.01%
+1,200
781
$29K ﹤0.01%
+550
782
$29K ﹤0.01%
+1,027
783
$29K ﹤0.01%
+1,205
784
$28K ﹤0.01%
+700
785
$28K ﹤0.01%
+558
786
$28K ﹤0.01%
+1,141
787
$28K ﹤0.01%
+839
788
$28K ﹤0.01%
+234
789
$28K ﹤0.01%
+715
790
$28K ﹤0.01%
+1,000
791
$28K ﹤0.01%
+486
792
$28K ﹤0.01%
+860
793
$28K ﹤0.01%
+270
794
$28K ﹤0.01%
+381
795
$28K ﹤0.01%
+2,398
796
$28K ﹤0.01%
+1,172
797
$27K ﹤0.01%
+180
798
$27K ﹤0.01%
+1,000
799
$27K ﹤0.01%
+300
800
$27K ﹤0.01%
+1,000
30 31
32
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