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
1226
$13.5K ﹤0.01%
413
-176
1227
$13.4K ﹤0.01%
658
-995
1228
$13.4K ﹤0.01%
521
+33
1229
$13.4K ﹤0.01%
149
-1
1230
$13.3K ﹤0.01%
452
+362
1231
$13.1K ﹤0.01%
227
-51
1232
$13.1K ﹤0.01%
307
-140
1233
$12.9K ﹤0.01%
50
-59
1234
$12.9K ﹤0.01%
2,124
1235
$12.9K ﹤0.01%
295
1236
$12.8K ﹤0.01%
500
1237
$12.7K ﹤0.01%
422
1238
$12.7K ﹤0.01%
351
-3
1239
$12.7K ﹤0.01%
636
-426
1240
$12.6K ﹤0.01%
100
1241
$12.5K ﹤0.01%
20,000
1242
$12.5K ﹤0.01%
28
-3
1243
$12.4K ﹤0.01%
300
1244
$12.4K ﹤0.01%
1,285
1245
$12.3K ﹤0.01%
302
+2
1246
$12.3K ﹤0.01%
700
1247
$12.3K ﹤0.01%
193
-2
1248
$12.2K ﹤0.01%
22
+13
1249
$12.1K ﹤0.01%
159
1250
$12.1K ﹤0.01%
156
+108
48 49
50
51 52