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
951
$31.8K ﹤0.01%
1,080
952
$31.7K ﹤0.01%
495
953
$31.7K ﹤0.01%
621
-68
954
$31.4K ﹤0.01%
247
+11
955
$31.1K ﹤0.01%
44
+32
956
$30.8K ﹤0.01%
555
-259
957
$30.8K ﹤0.01%
760
-20
958
$30.7K ﹤0.01%
222
-15
959
$30.7K ﹤0.01%
584
960
$30.5K ﹤0.01%
546
+7
961
$30.5K ﹤0.01%
673
-302
962
$30.4K ﹤0.01%
340
+66
963
$30.4K ﹤0.01%
1,034
-1,611
964
$30.4K ﹤0.01%
194
-33
965
$30.3K ﹤0.01%
1,000
966
$30.2K ﹤0.01%
67
+25
967
$30.1K ﹤0.01%
948
+4
968
$30.1K ﹤0.01%
256
+4
969
$29.9K ﹤0.01%
535
+8
970
$29.9K ﹤0.01%
522
+180
971
$29.8K ﹤0.01%
+115
972
$29.8K ﹤0.01%
297
-137,495
973
$29.8K ﹤0.01%
246
-36
974
$29.2K ﹤0.01%
270
-2,122
975
$29.1K ﹤0.01%
416
+16
37 38
39
40 41