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
1251
$1K ﹤0.01%
+8
1252
$1K ﹤0.01%
+48
1253
$1K ﹤0.01%
+50
1254
$1K ﹤0.01%
+18
1255
$1K ﹤0.01%
+15
1256
$0 ﹤0.01%
+2
1257
$0 ﹤0.01%
+10
1258
$0 ﹤0.01%
+5
1259
$0 ﹤0.01%
+11
1260
$0 ﹤0.01%
+24
1261
$0 ﹤0.01%
+10
1262
$0 ﹤0.01%
+40
1263
$0 ﹤0.01%
+3
1264
– –
0
1265
$0 ﹤0.01%
+6
1266
$0 ﹤0.01%
+1
1267
– –
0
1268
– –
0
1269
$0 ﹤0.01%
+1
1270
$0 ﹤0.01%
+4
1271
$0 ﹤0.01%
+100
1272
$0 ﹤0.01%
+67
1273
$0 ﹤0.01%
+1
1274
$0 ﹤0.01%
+19
1275
$0 ﹤0.01%
+8
49 50
51
52 53