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
1426
$6.48K ﹤0.01%
90
+34
1427
$6.42K ﹤0.01%
1,718
1428
$6.42K ﹤0.01%
108
-11
1429
$6.42K ﹤0.01%
35
1430
$6.36K ﹤0.01%
57
+5
1431
$6.36K ﹤0.01%
2,000
1432
$6.36K ﹤0.01%
109
1433
$6.35K ﹤0.01%
738
1434
$6.34K ﹤0.01%
638
+26
1435
$6.32K ﹤0.01%
177
1436
$6.3K ﹤0.01%
+1,000
1437
$6.29K ﹤0.01%
317
+2
1438
$6.28K ﹤0.01%
54
+1
1439
$6.25K ﹤0.01%
19
+12
1440
$6.24K ﹤0.01%
102
+53
1441
$6.22K ﹤0.01%
45
1442
$6.22K ﹤0.01%
+22
1443
$6.2K ﹤0.01%
5,000
1444
$6.18K ﹤0.01%
32
+7
1445
$6.12K ﹤0.01%
500
1446
$6.12K ﹤0.01%
48
+6
1447
$6.11K ﹤0.01%
360
+64
1448
$6.09K ﹤0.01%
109
+43
1449
$6.07K ﹤0.01%
+155
1450
$5.95K ﹤0.01%
217
+17
56 57
58
59 60