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
126
$1.99M 0.18%
15,529
+895
127
$1.99M 0.18%
31,480
+1,455
128
$1.98M 0.18%
39,316
+526
129
$1.96M 0.18%
35,624
+830
130
$1.96M 0.18%
19,224
+2,993
131
$1.94M 0.18%
11,406
-183
132
$1.92M 0.18%
4,501
+333
133
$1.9M 0.18%
14,523
-81
134
$1.9M 0.17%
31,946
+4,114
135
$1.86M 0.17%
16,667
+784
136
$1.85M 0.17%
53,731
+594
137
$1.84M 0.17%
27,675
+590
138
$1.84M 0.17%
13,090
+696
139
$1.84M 0.17%
16,935
-13,754
140
$1.83M 0.17%
20,026
+148
141
$1.8M 0.17%
3,080
+133
142
$1.79M 0.17%
21,263
+773
143
$1.78M 0.16%
25,387
+710
144
$1.76M 0.16%
11,825
-2,144
145
$1.76M 0.16%
1,120
-12
146
$1.76M 0.16%
25,396
+1,161
147
$1.75M 0.16%
94,236
-2,694
148
$1.74M 0.16%
15,701
+8,387
149
$1.73M 0.16%
15,530
+390
150
$1.72M 0.16%
5,757
+402
4 5
6
7 8