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
1001
$26.4K ﹤0.01%
330
1002
$26.1K ﹤0.01%
1,111
+224
1003
$26K ﹤0.01%
91
1004
$26K ﹤0.01%
+993
1005
$25.9K ﹤0.01%
500
1006
$25.9K ﹤0.01%
612
+10
1007
$25.7K ﹤0.01%
2,724
1008
$25.6K ﹤0.01%
10,196
1009
$25.6K ﹤0.01%
440
+23
1010
$25.5K ﹤0.01%
1,200
+250
1011
$25.5K ﹤0.01%
438
+149
1012
$25.4K ﹤0.01%
874
1013
$25.4K ﹤0.01%
1,178
-195
1014
$25.2K ﹤0.01%
111
+34
1015
$25K ﹤0.01%
794
+24
1016
$24.9K ﹤0.01%
325
+5
1017
$24.8K ﹤0.01%
214
1018
$24.7K ﹤0.01%
1,024
+50
1019
$24.7K ﹤0.01%
8,783
1020
$24.5K ﹤0.01%
500
1021
$24.4K ﹤0.01%
630
+423
1022
$24.3K ﹤0.01%
61
-2
1023
$24.2K ﹤0.01%
260
+5
1024
$24.2K ﹤0.01%
760
-40
1025
$24K ﹤0.01%
186
+5
39 40
41
42 43