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
76
$3.33M 0.31%
70,929
+48,991
77
$3.33M 0.31%
65,742
-488
78
$3.3M 0.3%
4,999
-45
79
$3.29M 0.3%
141,154
-18,760
80
$3.25M 0.3%
23,259
+3,058
81
$3.22M 0.3%
6,111
+189
82
$3.19M 0.29%
69,249
-1,191
83
$3.15M 0.29%
170,650
+29,398
84
$3.11M 0.29%
6,644
-61
85
$3.09M 0.28%
28,333
-494
86
$3.08M 0.28%
58,920
-1,428
87
$3.06M 0.28%
58,931
+40,832
88
$3.05M 0.28%
22,348
+1,722
89
$3.03M 0.28%
61,325
+20,213
90
$2.99M 0.28%
144,663
+12,864
91
$2.98M 0.27%
24,265
+8,545
92
$2.97M 0.27%
20,468
+1,659
93
$2.95M 0.27%
111,200
+79,529
94
$2.95M 0.27%
73,347
+9,323
95
$2.93M 0.27%
34,574
+24,435
96
$2.92M 0.27%
19,932
+993
97
$2.9M 0.27%
55,981
+202
98
$2.89M 0.27%
27,698
+7,788
99
$2.79M 0.26%
11,077
+906
100
$2.78M 0.26%
6,775
+358
2 3
4
5 6