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
1401
$7.19K ﹤0.01%
109
+4
1402
$7.19K ﹤0.01%
695
1403
$7.19K ﹤0.01%
23
+8
1404
$7.16K ﹤0.01%
123
1405
$7.13K ﹤0.01%
1,200
1406
$7.12K ﹤0.01%
72
+55
1407
$7.09K ﹤0.01%
231
+19
1408
$7.03K ﹤0.01%
+250
1409
$7.01K ﹤0.01%
135
+18
1410
$7K ﹤0.01%
1
1411
$6.97K ﹤0.01%
+250
1412
$6.95K ﹤0.01%
153
+19
1413
$6.94K ﹤0.01%
1,911
1414
$6.93K ﹤0.01%
138
1415
$6.93K ﹤0.01%
485
-100
1416
$6.83K ﹤0.01%
+81
1417
$6.8K ﹤0.01%
96
1418
$6.8K ﹤0.01%
102
1419
$6.78K ﹤0.01%
542
+19
1420
$6.7K ﹤0.01%
200
1421
$6.68K ﹤0.01%
111
1422
$6.66K ﹤0.01%
173
+32
1423
$6.66K ﹤0.01%
280
1424
$6.51K ﹤0.01%
257
+255
1425
$6.49K ﹤0.01%
472
+16
55 56
57
58 59