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
1076
$20.3K ﹤0.01%
1,090
1077
$20.2K ﹤0.01%
1,240
1078
$20.2K ﹤0.01%
1,045
-1,131
1079
$20K ﹤0.01%
56
1080
$20K ﹤0.01%
40
+22
1081
$19.9K ﹤0.01%
454
+29
1082
$19.8K ﹤0.01%
955
+16
1083
$19.8K ﹤0.01%
186
+125
1084
$19.7K ﹤0.01%
163
-182
1085
$19.7K ﹤0.01%
4,285
1086
$19.7K ﹤0.01%
205
1087
$19.6K ﹤0.01%
2,000
1088
$19.6K ﹤0.01%
1,370
1089
$19.5K ﹤0.01%
750
1090
$19.4K ﹤0.01%
409
+3
1091
$19.4K ﹤0.01%
+826
1092
$19.3K ﹤0.01%
634
+6
1093
$19.2K ﹤0.01%
+1,750
1094
$19.2K ﹤0.01%
490
1095
$19.1K ﹤0.01%
384
-346,577
1096
$19.1K ﹤0.01%
523
1097
$19K ﹤0.01%
581
1098
$19K ﹤0.01%
+500
1099
$18.8K ﹤0.01%
318
1100
$18.7K ﹤0.01%
784
42 43
44
45 46