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
101
$2.74M 0.25%
19,421
+1,043
102
$2.66M 0.25%
25,621
+1,521
103
$2.66M 0.25%
102,398
+8,063
104
$2.63M 0.24%
27,164
-13,143
105
$2.62M 0.24%
108,470
-8,371
106
$2.53M 0.23%
26,901
-2,338
107
$2.52M 0.23%
48,423
+1,057
108
$2.5M 0.23%
+46,478
109
$2.5M 0.23%
32,249
+14,104
110
$2.44M 0.23%
+53,102
111
$2.39M 0.22%
80,194
-5,889
112
$2.38M 0.22%
41,065
+5,944
113
$2.35M 0.22%
27,515
+13,222
114
$2.31M 0.21%
49,786
+2,794
115
$2.29M 0.21%
94,953
-230
116
$2.28M 0.21%
14,523
-10,904
117
$2.25M 0.21%
95,164
+6,812
118
$2.23M 0.21%
90,197
+13,536
119
$2.21M 0.2%
11,538
-1,027
120
$2.18M 0.2%
17,417
+220
121
$2.12M 0.2%
81,068
-36,232
122
$2.1M 0.19%
36,374
+48
123
$2.08M 0.19%
66,076
+8,914
124
$2.07M 0.19%
55,655
+181
125
$2.07M 0.19%
54,867
-3,659
3 4
5
6 7