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
901
$37.2K ﹤0.01%
251
+5
902
$37K ﹤0.01%
207
-8,391
903
$36.9K ﹤0.01%
708
904
$36.9K ﹤0.01%
1,105
-5
905
$36.5K ﹤0.01%
9,697
906
$36.5K ﹤0.01%
406
+346
907
$36.1K ﹤0.01%
2,500
908
$36.1K ﹤0.01%
1,804
+450
909
$36.1K ﹤0.01%
1,300
-450
910
$36K ﹤0.01%
200
-6
911
$35.8K ﹤0.01%
1,482
+38
912
$35.7K ﹤0.01%
1,214
-35
913
$35.7K ﹤0.01%
552
914
$35.6K ﹤0.01%
283
915
$35.2K ﹤0.01%
649
+11
916
$35.2K ﹤0.01%
919
-1,485
917
$35.1K ﹤0.01%
348
+288
918
$35.1K ﹤0.01%
+3,189
919
$34.9K ﹤0.01%
+658
920
$34.7K ﹤0.01%
1,525
+7
921
$34.7K ﹤0.01%
509
-75
922
$34.6K ﹤0.01%
43
+11
923
$34.6K ﹤0.01%
142
+57
924
$34.3K ﹤0.01%
944
925
$34.2K ﹤0.01%
589
-59
35 36
37
38 39