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
926
$34.1K ﹤0.01%
1,532
927
$34.1K ﹤0.01%
865
+15
928
$34.1K ﹤0.01%
+557
929
$34K ﹤0.01%
875
-551
930
$33.8K ﹤0.01%
1,172
-47
931
$33.8K ﹤0.01%
+1,288
932
$33.6K ﹤0.01%
1,000
933
$33.6K ﹤0.01%
193
+53
934
$33.5K ﹤0.01%
388
-105
935
$33.4K ﹤0.01%
940
+156
936
$33.2K ﹤0.01%
922
937
$33.1K ﹤0.01%
814
938
$33.1K ﹤0.01%
1,155
939
$33K ﹤0.01%
302
+2
940
$33K ﹤0.01%
1,625
-800
941
$32.7K ﹤0.01%
424
-289
942
$32.7K ﹤0.01%
300
943
$32.7K ﹤0.01%
226
-176
944
$32.6K ﹤0.01%
320
945
$32.6K ﹤0.01%
212
+188
946
$32.4K ﹤0.01%
197
-35
947
$32.2K ﹤0.01%
900
948
$32.2K ﹤0.01%
353
+3
949
$32K ﹤0.01%
723
+4
950
$31.9K ﹤0.01%
406
-43
36 37
38
39 40