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
876
$39.8K ﹤0.01%
525
+521
877
$39.6K ﹤0.01%
563
+200
878
$39.4K ﹤0.01%
490
879
$39.2K ﹤0.01%
2,023
+33
880
$39.1K ﹤0.01%
1,145
-1,000
881
$39K ﹤0.01%
1,420
+220
882
$38.9K ﹤0.01%
614
-1,102
883
$38.9K ﹤0.01%
+673
884
$38.9K ﹤0.01%
173
-54
885
$38.8K ﹤0.01%
488
+11
886
$38.7K ﹤0.01%
743
-224
887
$38.6K ﹤0.01%
996
-694
888
$38.5K ﹤0.01%
224
+11
889
$38.5K ﹤0.01%
3,799
890
$38.4K ﹤0.01%
741
+220
891
$38.4K ﹤0.01%
910
-5,616
892
$38.2K ﹤0.01%
396
+9
893
$38.2K ﹤0.01%
1,289
-175
894
$38.1K ﹤0.01%
446
-1
895
$38.1K ﹤0.01%
+1,363
896
$37.8K ﹤0.01%
591
+21
897
$37.7K ﹤0.01%
3,485
-163
898
$37.7K ﹤0.01%
1,051
+12
899
$37.5K ﹤0.01%
274
+16
900
$37.2K ﹤0.01%
421
+6
34 35
36
37 38