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
1026
$23.9K ﹤0.01%
888
-1,093
1027
$23.8K ﹤0.01%
1,600
1028
$23.5K ﹤0.01%
84
1029
$23.5K ﹤0.01%
660
1030
$23.5K ﹤0.01%
165
-60
1031
$23.5K ﹤0.01%
1,552
+27
1032
$23.4K ﹤0.01%
81
+12
1033
$23.3K ﹤0.01%
312
+4
1034
$23.2K ﹤0.01%
+600
1035
$23.2K ﹤0.01%
740
1036
$23K ﹤0.01%
650
1037
$22.9K ﹤0.01%
600
1038
$22.9K ﹤0.01%
2,700
1039
$22.9K ﹤0.01%
425
1040
$22.7K ﹤0.01%
620
-255
1041
$22.6K ﹤0.01%
803
-119
1042
$22.6K ﹤0.01%
83
+7
1043
$22.6K ﹤0.01%
1,500
1044
$22.6K ﹤0.01%
579
+49
1045
$22.5K ﹤0.01%
1,700
-300
1046
$22.3K ﹤0.01%
330
1047
$22.3K ﹤0.01%
550
+250
1048
$22.2K ﹤0.01%
48
+9
1049
$21.9K ﹤0.01%
249
1050
$21.8K ﹤0.01%
609
+15
40 41
42
43 44