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
1551
$3.7K ﹤0.01%
58
-31
1552
$3.69K ﹤0.01%
+75
1553
$3.69K ﹤0.01%
28
+24
1554
$3.65K ﹤0.01%
253
-88
1555
$3.62K ﹤0.01%
17
+7
1556
$3.62K ﹤0.01%
+187
1557
$3.6K ﹤0.01%
93
+6
1558
$3.59K ﹤0.01%
31
+10
1559
$3.58K ﹤0.01%
8
1560
$3.57K ﹤0.01%
15
-22
1561
$3.55K ﹤0.01%
+1
1562
$3.53K ﹤0.01%
24
+2
1563
$3.48K ﹤0.01%
250
1564
$3.47K ﹤0.01%
52
1565
$3.47K ﹤0.01%
113
1566
$3.46K ﹤0.01%
115
1567
$3.46K ﹤0.01%
81
1568
$3.44K ﹤0.01%
56
+14
1569
$3.43K ﹤0.01%
13
1570
$3.41K ﹤0.01%
737
1571
$3.4K ﹤0.01%
147
-10,342
1572
$3.38K ﹤0.01%
169
-1
1573
$3.38K ﹤0.01%
44
-13
1574
$3.37K ﹤0.01%
265
1575
$3.36K ﹤0.01%
167
61 62
63
64 65