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
1326
$9.26K ﹤0.01%
45
+22
1327
$9.24K ﹤0.01%
391
-440
1328
$9.23K ﹤0.01%
180
+143
1329
$9.22K ﹤0.01%
1,150
1330
$9.18K ﹤0.01%
67
+26
1331
$9.14K ﹤0.01%
200
1332
$9.1K ﹤0.01%
44
+39
1333
$9.09K ﹤0.01%
159
1334
$9.06K ﹤0.01%
+203
1335
$9.04K ﹤0.01%
167
+83
1336
$9.01K ﹤0.01%
99
+23
1337
$8.99K ﹤0.01%
+275
1338
$8.98K ﹤0.01%
100
1339
$8.96K ﹤0.01%
399
1340
$8.94K ﹤0.01%
44
-1
1341
$8.83K ﹤0.01%
500
1342
$8.8K ﹤0.01%
200
1343
$8.79K ﹤0.01%
411
1344
$8.73K ﹤0.01%
+800
1345
$8.73K ﹤0.01%
+325
1346
$8.67K ﹤0.01%
500
1347
$8.53K ﹤0.01%
641
+13
1348
$8.53K ﹤0.01%
353
+3
1349
$8.45K ﹤0.01%
128
+18
1350
$8.43K ﹤0.01%
100
-9
52 53
54
55 56