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
1176
$15.4K ﹤0.01%
400
1177
$15.3K ﹤0.01%
56
+15
1178
$15.2K ﹤0.01%
1,850
1179
$15.2K ﹤0.01%
447
-1
1180
$15.1K ﹤0.01%
784
1181
$15.1K ﹤0.01%
1,000
+500
1182
$15.1K ﹤0.01%
501
+45
1183
$15.1K ﹤0.01%
256
+128
1184
$15K ﹤0.01%
77
-48
1185
$15K ﹤0.01%
250
-2
1186
$15K ﹤0.01%
1,011
-123
1187
$14.9K ﹤0.01%
616
1188
$14.8K ﹤0.01%
594
1189
$14.8K ﹤0.01%
300
1190
$14.7K ﹤0.01%
277
1191
$14.7K ﹤0.01%
711
1192
$14.6K ﹤0.01%
2,294
1193
$14.6K ﹤0.01%
300
1194
$14.6K ﹤0.01%
450
+43
1195
$14.6K ﹤0.01%
444
1196
$14.5K ﹤0.01%
335
-217
1197
$14.5K ﹤0.01%
299
+2
1198
$14.5K ﹤0.01%
444
+91
1199
$14.5K ﹤0.01%
589
1200
$14.4K ﹤0.01%
593
+31
46 47
48
49 50