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
1126
$17.5K ﹤0.01%
443
-233
1127
$17.4K ﹤0.01%
126
+80
1128
$17.3K ﹤0.01%
1,512
-934
1129
$17.3K ﹤0.01%
366
1130
$17.3K ﹤0.01%
+210
1131
$17.3K ﹤0.01%
212
+3
1132
$17.3K ﹤0.01%
255
1133
$17.3K ﹤0.01%
676
+432
1134
$17.2K ﹤0.01%
593
-1,245
1135
$17.2K ﹤0.01%
167
+2
1136
$17.1K ﹤0.01%
227
+166
1137
$17.1K ﹤0.01%
45
+29
1138
$17.1K ﹤0.01%
355
1139
$17K ﹤0.01%
118
+62
1140
$17K ﹤0.01%
137
+60
1141
$17K ﹤0.01%
30
+9
1142
$16.9K ﹤0.01%
740
+25
1143
$16.9K ﹤0.01%
2,199
1144
$16.9K ﹤0.01%
334
1145
$16.8K ﹤0.01%
6,000
1146
$16.6K ﹤0.01%
128
+57
1147
$16.6K ﹤0.01%
173
+1
1148
$16.5K ﹤0.01%
91
+1
1149
$16.5K ﹤0.01%
125
1150
$16.5K ﹤0.01%
572
-110
44 45
46
47 48