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
1101
$18.7K ﹤0.01%
882
-1,419
1102
$18.6K ﹤0.01%
68
+3
1103
$18.6K ﹤0.01%
340
+35
1104
$18.6K ﹤0.01%
901
-1,032
1105
$18.6K ﹤0.01%
+1,580
1106
$18.5K ﹤0.01%
1,028
+37
1107
$18.5K ﹤0.01%
292
+25
1108
$18.4K ﹤0.01%
+850
1109
$18.4K ﹤0.01%
215
1110
$18.3K ﹤0.01%
999
1111
$18.2K ﹤0.01%
+790
1112
$18.1K ﹤0.01%
650
1113
$18.1K ﹤0.01%
420
1114
$18.1K ﹤0.01%
+720
1115
$18K ﹤0.01%
600
1116
$18K ﹤0.01%
31
+6
1117
$17.9K ﹤0.01%
1,155
1118
$17.9K ﹤0.01%
1,776
+12
1119
$17.9K ﹤0.01%
498
1120
$17.9K ﹤0.01%
182
+9
1121
$17.7K ﹤0.01%
730
1122
$17.7K ﹤0.01%
288
1123
$17.7K ﹤0.01%
+740
1124
$17.7K ﹤0.01%
841
+43
1125
$17.6K ﹤0.01%
148
-57
43 44
45
46 47