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
1601
$3.12K ﹤0.01%
+29
1602
$3.09K ﹤0.01%
15
+4
1603
$3.08K ﹤0.01%
14
-1
1604
$3.08K ﹤0.01%
869
1605
$3.06K ﹤0.01%
61
-33
1606
$3.06K ﹤0.01%
90
+37
1607
$3.01K ﹤0.01%
27
+5
1608
$2.99K ﹤0.01%
150
1609
$2.99K ﹤0.01%
282
1610
$2.99K ﹤0.01%
43
+16
1611
$2.97K ﹤0.01%
40
+8
1612
$2.94K ﹤0.01%
279
1613
$2.92K ﹤0.01%
250
1614
$2.92K ﹤0.01%
+41
1615
$2.86K ﹤0.01%
7
-3
1616
$2.85K ﹤0.01%
125
+9
1617
$2.83K ﹤0.01%
125
1618
$2.83K ﹤0.01%
28
-200
1619
$2.81K ﹤0.01%
20
+3
1620
$2.77K ﹤0.01%
114
+3
1621
$2.77K ﹤0.01%
110
1622
$2.74K ﹤0.01%
185
1623
$2.73K ﹤0.01%
+12
1624
$2.73K ﹤0.01%
620
1625
$2.73K ﹤0.01%
31
63 64
65
66 67