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
801
$52.2K ﹤0.01%
763
+23
802
$51.9K ﹤0.01%
1,425
+22
803
$51.8K ﹤0.01%
252
+1
804
$51.8K ﹤0.01%
1,010
-92
805
$51.5K ﹤0.01%
544
-2,357
806
$51.1K ﹤0.01%
508
-674
807
$50.9K ﹤0.01%
442
-3
808
$50.1K ﹤0.01%
304
-3
809
$50K ﹤0.01%
1,093
+66
810
$49.8K ﹤0.01%
423
+1
811
$49.7K ﹤0.01%
1,200
812
$49.5K ﹤0.01%
677
813
$48.4K ﹤0.01%
406
+204
814
$48.1K ﹤0.01%
5,124
815
$48K ﹤0.01%
395
+42
816
$47.8K ﹤0.01%
732
-697
817
$47.8K ﹤0.01%
249
-123
818
$47.6K ﹤0.01%
606
+333
819
$47.5K ﹤0.01%
841
+834
820
$47.4K ﹤0.01%
1,099
+32
821
$46.8K ﹤0.01%
129
-22
822
$46.8K ﹤0.01%
2,595
+153
823
$46.6K ﹤0.01%
160
+2
824
$45.8K ﹤0.01%
453
-61
825
$45.7K ﹤0.01%
1,370
31 32
33
34 35