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
1001
$11K ﹤0.01%
+125
1002
$10K ﹤0.01%
+172
1003
$10K ﹤0.01%
+600
1004
$10K ﹤0.01%
+320
1005
$10K ﹤0.01%
+53
1006
$10K ﹤0.01%
+1,000
1007
$10K ﹤0.01%
+200
1008
$10K ﹤0.01%
+340
1009
$10K ﹤0.01%
+480
1010
$10K ﹤0.01%
+500
1011
$10K ﹤0.01%
+1,000
1012
$10K ﹤0.01%
+320
1013
$10K ﹤0.01%
+70
1014
$10K ﹤0.01%
+113
1015
$10K ﹤0.01%
+10,000
1016
$9K ﹤0.01%
+45
1017
$9K ﹤0.01%
+191
1018
$9K ﹤0.01%
+374
1019
$9K ﹤0.01%
+640
1020
$9K ﹤0.01%
+235
1021
$9K ﹤0.01%
+1,075
1022
$9K ﹤0.01%
+301
1023
$9K ﹤0.01%
+2,000
1024
$9K ﹤0.01%
+91
1025
$9K ﹤0.01%
+365
39 40
41
42 43