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
1501
$4.6K ﹤0.01%
13
+6
1502
$4.57K ﹤0.01%
94
+23
1503
$4.57K ﹤0.01%
304
-300
1504
$4.52K ﹤0.01%
300
1505
$4.49K ﹤0.01%
179
-41
1506
$4.48K ﹤0.01%
60
1507
$4.47K ﹤0.01%
329
-972
1508
$4.47K ﹤0.01%
514
-575
1509
$4.46K ﹤0.01%
157
1510
$4.42K ﹤0.01%
63
-12
1511
$4.42K ﹤0.01%
150
1512
$4.4K ﹤0.01%
1,580
1513
$4.37K ﹤0.01%
81
+15
1514
$4.28K ﹤0.01%
50
1515
$4.26K ﹤0.01%
36
+3
1516
$4.25K ﹤0.01%
35
-7
1517
$4.24K ﹤0.01%
46
+10
1518
$4.22K ﹤0.01%
121
-81
1519
$4.21K ﹤0.01%
+41
1520
$4.2K ﹤0.01%
76
+24
1521
$4.19K ﹤0.01%
+271
1522
$4.19K ﹤0.01%
228
1523
$4.18K ﹤0.01%
687
+200
1524
$4.17K ﹤0.01%
+220
1525
$4.17K ﹤0.01%
24
+8
59 60
61
62 63