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
1251
$12K ﹤0.01%
+66
1252
$12K ﹤0.01%
903
1253
$12K ﹤0.01%
699
1254
$12K ﹤0.01%
74
-50
1255
$11.9K ﹤0.01%
110
1256
$11.9K ﹤0.01%
362
1257
$11.8K ﹤0.01%
400
-44
1258
$11.8K ﹤0.01%
277
+24
1259
$11.8K ﹤0.01%
+636
1260
$11.7K ﹤0.01%
380
+33
1261
$11.7K ﹤0.01%
582
-371
1262
$11.7K ﹤0.01%
582
1263
$11.6K ﹤0.01%
625
+58
1264
$11.6K ﹤0.01%
243
-175,548
1265
$11.5K ﹤0.01%
85
-185
1266
$11.5K ﹤0.01%
107
1267
$11.5K ﹤0.01%
1,000
1268
$11.4K ﹤0.01%
303
-5
1269
$11.4K ﹤0.01%
148
+10
1270
$11.4K ﹤0.01%
275
-43
1271
$11.4K ﹤0.01%
316
1272
$11.3K ﹤0.01%
48
+3
1273
$11.3K ﹤0.01%
265
+11
1274
$11.3K ﹤0.01%
193
1275
$11.3K ﹤0.01%
350
49 50
51
52 53