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
1301
$10.3K ﹤0.01%
98
-21
1302
$10.2K ﹤0.01%
78
+32
1303
$10.1K ﹤0.01%
16
+14
1304
$10.1K ﹤0.01%
240
1305
$10K ﹤0.01%
237
1306
$9.9K ﹤0.01%
773
+131
1307
$9.84K ﹤0.01%
200
1308
$9.82K ﹤0.01%
274
+134
1309
$9.8K ﹤0.01%
487
+87
1310
$9.76K ﹤0.01%
167
-300,642
1311
$9.65K ﹤0.01%
2,500
1312
$9.61K ﹤0.01%
1,245
1313
$9.58K ﹤0.01%
400
1314
$9.55K ﹤0.01%
255
1315
$9.46K ﹤0.01%
209
-190,221
1316
$9.45K ﹤0.01%
54
+9
1317
$9.43K ﹤0.01%
216
-129
1318
$9.43K ﹤0.01%
172
+5
1319
$9.35K ﹤0.01%
130
+13
1320
$9.34K ﹤0.01%
100
+10
1321
$9.33K ﹤0.01%
162
+109
1322
$9.33K ﹤0.01%
+225
1323
$9.32K ﹤0.01%
235
+161
1324
$9.31K ﹤0.01%
109
+3
1325
$9.29K ﹤0.01%
130
+28
51 52
53
54 55