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
926
$15K ﹤0.01%
+200
927
$15K ﹤0.01%
+243
928
$15K ﹤0.01%
+2,123
929
$15K ﹤0.01%
+1,974
930
$15K ﹤0.01%
+409
931
$15K ﹤0.01%
+2,373
932
$15K ﹤0.01%
+285
933
$15K ﹤0.01%
+380
934
$15K ﹤0.01%
+600
935
$15K ﹤0.01%
+800
936
$14K ﹤0.01%
+170
937
$14K ﹤0.01%
+80
938
$14K ﹤0.01%
+380
939
$14K ﹤0.01%
+407
940
$14K ﹤0.01%
+447
941
$14K ﹤0.01%
+290
942
$14K ﹤0.01%
+259
943
$14K ﹤0.01%
+1,100
944
$14K ﹤0.01%
+1,560
945
$14K ﹤0.01%
+588
946
$14K ﹤0.01%
+535
947
$14K ﹤0.01%
+91
948
$14K ﹤0.01%
+1,578
949
$13K ﹤0.01%
+770
950
$13K ﹤0.01%
+637
36 37
38
39 40