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
1201
$14.4K ﹤0.01%
180
1202
$14.4K ﹤0.01%
415
+1
1203
$14.3K ﹤0.01%
604
1204
$14.3K ﹤0.01%
168
+6
1205
$14.3K ﹤0.01%
615
+4
1206
$14.1K ﹤0.01%
294
+244
1207
$14.1K ﹤0.01%
98
+2
1208
$14.1K ﹤0.01%
369
+41
1209
$14.1K ﹤0.01%
622
+101
1210
$14.1K ﹤0.01%
+605
1211
$14K ﹤0.01%
1,405
-645
1212
$14K ﹤0.01%
+585
1213
$13.9K ﹤0.01%
455
1214
$13.9K ﹤0.01%
27
+3
1215
$13.9K ﹤0.01%
134
-41
1216
$13.9K ﹤0.01%
49
1217
$13.9K ﹤0.01%
58
+18
1218
$13.8K ﹤0.01%
224
-3
1219
$13.8K ﹤0.01%
378
+30
1220
$13.8K ﹤0.01%
181
+110
1221
$13.7K ﹤0.01%
725
1222
$13.7K ﹤0.01%
587
1223
$13.7K ﹤0.01%
101
1224
$13.6K ﹤0.01%
533
1225
$13.6K ﹤0.01%
400
47 48
49
50 51