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
776
$57.3K 0.01%
792
-73
777
$57.2K 0.01%
780
-46
778
$56.9K 0.01%
2,000
-1,250
779
$56.9K 0.01%
16,623
-16,073
780
$56.3K 0.01%
231
+4
781
$56K 0.01%
325
-1
782
$55.9K 0.01%
480
783
$55.4K 0.01%
2,300
-700
784
$55.3K 0.01%
1,103
785
$55.1K 0.01%
1,721
+271
786
$55K 0.01%
3,770
787
$54.9K 0.01%
570
-127
788
$54.7K 0.01%
360
+162
789
$54.7K 0.01%
1,046
-373
790
$53.7K 0.01%
560
+3
791
$53.7K 0.01%
1,210
+4
792
$53.5K ﹤0.01%
905
-12
793
$53.3K ﹤0.01%
1,117
-726
794
$53.3K ﹤0.01%
100
795
$53K ﹤0.01%
+1,000
796
$53K ﹤0.01%
394
+4
797
$52.9K ﹤0.01%
97
-9
798
$52.6K ﹤0.01%
4,285
799
$52.4K ﹤0.01%
1,085
-210
800
$52.4K ﹤0.01%
338
+28
30 31
32
33 34