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
1576
$3.35K ﹤0.01%
165
-6
1577
$3.34K ﹤0.01%
44
+2
1578
$3.33K ﹤0.01%
63
+11
1579
$3.32K ﹤0.01%
20
1580
$3.32K ﹤0.01%
200
1581
$3.31K ﹤0.01%
52
-251
1582
$3.31K ﹤0.01%
12
+3
1583
$3.31K ﹤0.01%
35
-30
1584
$3.31K ﹤0.01%
100
1585
$3.28K ﹤0.01%
76
+26
1586
$3.26K ﹤0.01%
26
+3
1587
$3.23K ﹤0.01%
32
+2
1588
$3.23K ﹤0.01%
59
+26
1589
$3.22K ﹤0.01%
740
1590
$3.22K ﹤0.01%
72
+10
1591
$3.21K ﹤0.01%
+76
1592
$3.18K ﹤0.01%
26
+4
1593
$3.18K ﹤0.01%
37
1594
$3.17K ﹤0.01%
71
-15
1595
$3.16K ﹤0.01%
71
+47
1596
$3.16K ﹤0.01%
118
+2
1597
$3.15K ﹤0.01%
36
+9
1598
$3.14K ﹤0.01%
34
-7
1599
$3.13K ﹤0.01%
+69
1600
$3.12K ﹤0.01%
51
+4
62 63
64
65 66