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
1226
$1K ﹤0.01%
+20
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+169
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0
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1247
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1248
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+100
1250
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+196