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
1376
$7.79K ﹤0.01%
180
-63
1377
$7.77K ﹤0.01%
60
+10
1378
$7.76K ﹤0.01%
3
+1
1379
$7.75K ﹤0.01%
+203
1380
$7.73K ﹤0.01%
34
+14
1381
$7.72K ﹤0.01%
176
+10
1382
$7.67K ﹤0.01%
86
+8
1383
$7.61K ﹤0.01%
226
+5
1384
$7.59K ﹤0.01%
145
-2
1385
$7.52K ﹤0.01%
800
-1,000
1386
$7.49K ﹤0.01%
+59
1387
$7.46K ﹤0.01%
22
1388
$7.42K ﹤0.01%
30
+15
1389
$7.4K ﹤0.01%
+292
1390
$7.4K ﹤0.01%
300
+30
1391
$7.39K ﹤0.01%
277
1392
$7.38K ﹤0.01%
500
1393
$7.36K ﹤0.01%
208
-3
1394
$7.33K ﹤0.01%
1,500
1395
$7.32K ﹤0.01%
+312
1396
$7.31K ﹤0.01%
48
+5
1397
$7.29K ﹤0.01%
108
+101
1398
$7.29K ﹤0.01%
200
1399
$7.21K ﹤0.01%
45
+20
1400
$7.21K ﹤0.01%
82
54 55
56
57 58