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
951
$13K ﹤0.01%
+1,400
952
$13K ﹤0.01%
+150
953
$13K ﹤0.01%
+269
954
$13K ﹤0.01%
+500
955
$13K ﹤0.01%
+200
956
$13K ﹤0.01%
+694
957
$13K ﹤0.01%
+271
958
$13K ﹤0.01%
+400
959
$13K ﹤0.01%
+374
960
$13K ﹤0.01%
+230
961
$12K ﹤0.01%
+825
962
$12K ﹤0.01%
+1,350
963
$12K ﹤0.01%
+410
964
$12K ﹤0.01%
+48
965
$12K ﹤0.01%
+247
966
$12K ﹤0.01%
+238
967
$12K ﹤0.01%
+106
968
$12K ﹤0.01%
+193
969
$12K ﹤0.01%
+66
970
$12K ﹤0.01%
+244
971
$12K ﹤0.01%
+2,429
972
$12K ﹤0.01%
+224
973
$12K ﹤0.01%
+120
974
$12K ﹤0.01%
+300
975
$12K ﹤0.01%
+132
37 38
39
40 41