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
1526
$4.16K ﹤0.01%
58
-59
1527
$4.14K ﹤0.01%
47
-155
1528
$4.13K ﹤0.01%
90
-90
1529
$4.13K ﹤0.01%
40
+1
1530
$4.11K ﹤0.01%
100
1531
$4K ﹤0.01%
168
-3
1532
$3.97K ﹤0.01%
96
1533
$3.94K ﹤0.01%
313
1534
$3.93K ﹤0.01%
36
+1
1535
$3.93K ﹤0.01%
200
-100
1536
$3.92K ﹤0.01%
28
+9
1537
$3.88K ﹤0.01%
47
+12
1538
$3.87K ﹤0.01%
+50
1539
$3.85K ﹤0.01%
398
1540
$3.85K ﹤0.01%
24
-1
1541
$3.83K ﹤0.01%
32
+4
1542
$3.83K ﹤0.01%
74
-5
1543
$3.82K ﹤0.01%
+49
1544
$3.82K ﹤0.01%
36
+6
1545
$3.82K ﹤0.01%
25
1546
$3.81K ﹤0.01%
25
+7
1547
$3.8K ﹤0.01%
105
-550
1548
$3.79K ﹤0.01%
35
1549
$3.77K ﹤0.01%
750
1550
$3.74K ﹤0.01%
10
+2
60 61
62
63 64