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
1476
$5.25K ﹤0.01%
231
+204
1477
$5.23K ﹤0.01%
241
1478
$5.23K ﹤0.01%
55
1479
$5.22K ﹤0.01%
73
+21
1480
$5.18K ﹤0.01%
456
1481
$5.16K ﹤0.01%
108
+68
1482
$5.07K ﹤0.01%
111
+1
1483
$5.02K ﹤0.01%
238
+22
1484
$5.01K ﹤0.01%
162
+7
1485
$5K ﹤0.01%
87
+24
1486
$5K ﹤0.01%
218
+2
1487
$4.93K ﹤0.01%
135
1488
$4.9K ﹤0.01%
211
1489
$4.89K ﹤0.01%
56
+20
1490
$4.88K ﹤0.01%
111
+14
1491
$4.87K ﹤0.01%
112
+1
1492
$4.76K ﹤0.01%
500
-330
1493
$4.75K ﹤0.01%
1,059
1494
$4.74K ﹤0.01%
32
+1
1495
$4.71K ﹤0.01%
174
1496
$4.68K ﹤0.01%
42
1497
$4.65K ﹤0.01%
239
+63
1498
$4.65K ﹤0.01%
200
1499
$4.62K ﹤0.01%
24
+8
1500
$4.6K ﹤0.01%
53
+16
58 59
60
61 62