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
901
$17K ﹤0.01%
+1,201
902
$17K ﹤0.01%
+2,000
903
$17K ﹤0.01%
+350
904
$16K ﹤0.01%
+158
905
$16K ﹤0.01%
+208
906
$16K ﹤0.01%
+660
907
$16K ﹤0.01%
+500
908
$16K ﹤0.01%
+321
909
$16K ﹤0.01%
+168
910
$16K ﹤0.01%
+14
911
$16K ﹤0.01%
+500
912
$16K ﹤0.01%
+585
913
$16K ﹤0.01%
+1,000
914
$16K ﹤0.01%
+187
915
$16K ﹤0.01%
+845
916
$16K ﹤0.01%
+266
917
$16K ﹤0.01%
+392
918
$16K ﹤0.01%
+628
919
$16K ﹤0.01%
+220
920
$16K ﹤0.01%
+347
921
$16K ﹤0.01%
+800
922
$16K ﹤0.01%
+115
923
$16K ﹤0.01%
+515
924
$15K ﹤0.01%
+995
925
$15K ﹤0.01%
+475
35 36
37
38 39