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
976
$12K ﹤0.01%
+141
977
$12K ﹤0.01%
+816
978
$12K ﹤0.01%
+500
979
$12K ﹤0.01%
+240
980
$12K ﹤0.01%
+1,200
981
$12K ﹤0.01%
+257
982
$11K ﹤0.01%
+1,470
983
$11K ﹤0.01%
+125
984
$11K ﹤0.01%
+167
985
$11K ﹤0.01%
+350
986
$11K ﹤0.01%
+1,667
987
$11K ﹤0.01%
+200
988
$11K ﹤0.01%
+332
989
$11K ﹤0.01%
+142
990
$11K ﹤0.01%
+667
991
$11K ﹤0.01%
+530
992
$11K ﹤0.01%
+994
993
$11K ﹤0.01%
+68
994
$11K ﹤0.01%
+1,000
995
$11K ﹤0.01%
+1,100
996
$11K ﹤0.01%
+562
997
$11K ﹤0.01%
+269
998
$11K ﹤0.01%
+668
999
$11K ﹤0.01%
+3,474
1000
$11K ﹤0.01%
+374
38 39
40
41 42