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
1126
$4K ﹤0.01%
+21
1127
$4K ﹤0.01%
+99
1128
$4K ﹤0.01%
+41
1129
$4K ﹤0.01%
+77
1130
$4K ﹤0.01%
+7
1131
$4K ﹤0.01%
+100
1132
$4K ﹤0.01%
+80
1133
$4K ﹤0.01%
+62
1134
$4K ﹤0.01%
+100
1135
$4K ﹤0.01%
+227
1136
– –
0
1137
$4K ﹤0.01%
+60
1138
$4K ﹤0.01%
+300
1139
$4K ﹤0.01%
+200
1140
$4K ﹤0.01%
+500
1141
$3K ﹤0.01%
+65
1142
$3K ﹤0.01%
+295
1143
$3K ﹤0.01%
+100
1144
$3K ﹤0.01%
+105
1145
$3K ﹤0.01%
+47
1146
$3K ﹤0.01%
+100
1147
$3K ﹤0.01%
+99
1148
$3K ﹤0.01%
+700
1149
$3K ﹤0.01%
+86
1150
$3K ﹤0.01%
+160
44 45
46
47 48