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
1026
$9K ﹤0.01%
+120
1027
$9K ﹤0.01%
+198
1028
$9K ﹤0.01%
+100
1029
$9K ﹤0.01%
+357
1030
$9K ﹤0.01%
+25
1031
$9K ﹤0.01%
+79
1032
$9K ﹤0.01%
+63
1033
$9K ﹤0.01%
+135
1034
$9K ﹤0.01%
+362
1035
$8K ﹤0.01%
+435
1036
$8K ﹤0.01%
+388
1037
$8K ﹤0.01%
+250
1038
$8K ﹤0.01%
+249
1039
$8K ﹤0.01%
+445
1040
$8K ﹤0.01%
+156
1041
$8K ﹤0.01%
+442
1042
$8K ﹤0.01%
+117
1043
$8K ﹤0.01%
+148
1044
$8K ﹤0.01%
+61
1045
$8K ﹤0.01%
+151
1046
$8K ﹤0.01%
+124
1047
$8K ﹤0.01%
+54
1048
$8K ﹤0.01%
+200
1049
$8K ﹤0.01%
+442
1050
$8K ﹤0.01%
+1,280