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
976
$29.1K ﹤0.01%
594
+122
977
$29K ﹤0.01%
213
-200
978
$28.9K ﹤0.01%
403
+1
979
$28.8K ﹤0.01%
190
+12
980
$28.7K ﹤0.01%
124
+95
981
$28.4K ﹤0.01%
+615
982
$28.3K ﹤0.01%
477
+6
983
$28.2K ﹤0.01%
279
+3
984
$28.2K ﹤0.01%
975
985
$28.2K ﹤0.01%
305
+3
986
$28.1K ﹤0.01%
450
987
$28K ﹤0.01%
466
+8
988
$27.7K ﹤0.01%
2,598
989
$27.7K ﹤0.01%
372
+330
990
$27.6K ﹤0.01%
1,110
-1,002
991
$27.6K ﹤0.01%
48
+20
992
$27.4K ﹤0.01%
374
+159
993
$27.2K ﹤0.01%
328
+2
994
$27K ﹤0.01%
277
+181
995
$26.9K ﹤0.01%
420
-300
996
$26.9K ﹤0.01%
1,850
997
$26.8K ﹤0.01%
324
998
$26.8K ﹤0.01%
959
+774
999
$26.8K ﹤0.01%
163
1000
$26.5K ﹤0.01%
507
+133
38 39
40
41 42