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
1151
$16.5K ﹤0.01%
302
+143
1152
$16.5K ﹤0.01%
105
+7
1153
$16.4K ﹤0.01%
294
+15
1154
$16.4K ﹤0.01%
112
+87
1155
$16.3K ﹤0.01%
628
+24
1156
$16.3K ﹤0.01%
200
1157
$16.3K ﹤0.01%
185
+9
1158
$16.2K ﹤0.01%
475
+45
1159
$16.2K ﹤0.01%
102
+16
1160
$16.1K ﹤0.01%
8,814
-1,048
1161
$16.1K ﹤0.01%
112
+73
1162
$16.1K ﹤0.01%
1,309
1163
$16.1K ﹤0.01%
197
-186
1164
$16.1K ﹤0.01%
405
1165
$16K ﹤0.01%
711
+5
1166
$16K ﹤0.01%
359
1167
$15.9K ﹤0.01%
1,000
1168
$15.8K ﹤0.01%
209
-36
1169
$15.8K ﹤0.01%
840
+150
1170
$15.7K ﹤0.01%
1,734
+34
1171
$15.6K ﹤0.01%
294
+7
1172
$15.6K ﹤0.01%
500
1173
$15.5K ﹤0.01%
519
+4
1174
$15.5K ﹤0.01%
106
-54
1175
$15.4K ﹤0.01%
+2,285
45 46
47
48 49