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
851
$42.3K ﹤0.01%
51
+5
852
$42.2K ﹤0.01%
1,556
-1,341
853
$42.2K ﹤0.01%
769
854
$42.1K ﹤0.01%
1,500
855
$41.9K ﹤0.01%
516
+400
856
$41.7K ﹤0.01%
1,883
857
$41.6K ﹤0.01%
1,125
858
$41.5K ﹤0.01%
1,825
+520
859
$41.4K ﹤0.01%
1,101
860
$41.3K ﹤0.01%
381
+10
861
$41.3K ﹤0.01%
367
-62,513
862
$41K ﹤0.01%
150
-1
863
$40.8K ﹤0.01%
335
+28
864
$40.8K ﹤0.01%
567
+13
865
$40.7K ﹤0.01%
1,721
+1,531
866
$40.7K ﹤0.01%
300
-258
867
$40.5K ﹤0.01%
1,096
-116
868
$40.5K ﹤0.01%
815
869
$40.3K ﹤0.01%
1,718
-44
870
$40.2K ﹤0.01%
2,485
+18
871
$40.2K ﹤0.01%
300
872
$40.1K ﹤0.01%
3,524
+29
873
$40K ﹤0.01%
387
+7
874
$40K ﹤0.01%
356
+316
875
$40K ﹤0.01%
3,437
+1,900
33 34
35
36 37