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
1051
$21.8K ﹤0.01%
108
+91
1052
$21.8K ﹤0.01%
847
-102
1053
$21.7K ﹤0.01%
233
+19
1054
$21.6K ﹤0.01%
800
1055
$21.1K ﹤0.01%
330
1056
$21.1K ﹤0.01%
223
+109
1057
$21.1K ﹤0.01%
54
+27
1058
$21K ﹤0.01%
316
1059
$21K ﹤0.01%
395
-194,890
1060
$20.9K ﹤0.01%
486
1061
$20.9K ﹤0.01%
500
1062
$20.9K ﹤0.01%
1,515
+11
1063
$20.9K ﹤0.01%
831
1064
$20.9K ﹤0.01%
791
-2,526
1065
$20.9K ﹤0.01%
1,449
-203
1066
$20.8K ﹤0.01%
1,500
1067
$20.8K ﹤0.01%
575
+186
1068
$20.7K ﹤0.01%
145
-57
1069
$20.6K ﹤0.01%
1,413
-502
1070
$20.6K ﹤0.01%
370
+29
1071
$20.5K ﹤0.01%
646
+15
1072
$20.5K ﹤0.01%
1,037
+37
1073
$20.5K ﹤0.01%
255
+10
1074
$20.4K ﹤0.01%
409
+22
1075
$20.4K ﹤0.01%
+1,724
41 42
43
44 45