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
1151
$3K ﹤0.01%
+39
1152
$3K ﹤0.01%
+138
1153
$3K ﹤0.01%
+569
1154
$3K ﹤0.01%
+400
1155
$3K ﹤0.01%
+59
1156
$3K ﹤0.01%
+21
1157
$3K ﹤0.01%
+250
1158
$3K ﹤0.01%
+55
1159
$3K ﹤0.01%
+115
1160
$3K ﹤0.01%
+23
1161
$3K ﹤0.01%
+25
1162
$3K ﹤0.01%
+40
1163
$3K ﹤0.01%
+50
1164
$3K ﹤0.01%
+100
1165
$3K ﹤0.01%
+13
1166
$2K ﹤0.01%
+38
1167
$2K ﹤0.01%
+23
1168
$2K ﹤0.01%
+35
1169
$2K ﹤0.01%
+18
1170
$2K ﹤0.01%
+51
1171
$2K ﹤0.01%
+26
1172
$2K ﹤0.01%
+30
1173
$2K ﹤0.01%
+122
1174
$2K ﹤0.01%
+153
1175
$2K ﹤0.01%
+109
45 46
47
48 49