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
1626
$2.73K ﹤0.01%
34
+18
1627
$2.69K ﹤0.01%
23
1628
$2.69K ﹤0.01%
54
1629
$2.69K ﹤0.01%
22
+4
1630
$2.68K ﹤0.01%
39
+7
1631
$2.67K ﹤0.01%
12
-1
1632
$2.66K ﹤0.01%
148
+3
1633
$2.65K ﹤0.01%
28
+4
1634
$2.63K ﹤0.01%
8
-1
1635
$2.63K ﹤0.01%
+43
1636
$2.63K ﹤0.01%
99
+21
1637
$2.61K ﹤0.01%
39
-2
1638
$2.58K ﹤0.01%
12
+3
1639
$2.58K ﹤0.01%
8
+6
1640
$2.58K ﹤0.01%
60
+10
1641
$2.57K ﹤0.01%
63
1642
$2.57K ﹤0.01%
66
1643
$2.56K ﹤0.01%
104
+35
1644
$2.55K ﹤0.01%
17
-5
1645
$2.53K ﹤0.01%
61
-869
1646
$2.52K ﹤0.01%
25
1647
$2.49K ﹤0.01%
10
+5
1648
$2.47K ﹤0.01%
146
-968
1649
$2.46K ﹤0.01%
200
1650
$2.46K ﹤0.01%
12
+2
64 65
66
67 68