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
1676
$2.33K ﹤0.01%
1,740
1677
$2.33K ﹤0.01%
13
-1
1678
$2.27K ﹤0.01%
7
-1
1679
$2.26K ﹤0.01%
68
-19
1680
$2.26K ﹤0.01%
500
1681
$2.26K ﹤0.01%
16
+1
1682
$2.26K ﹤0.01%
44
+15
1683
$2.25K ﹤0.01%
19
+4
1684
$2.22K ﹤0.01%
105
+14
1685
$2.22K ﹤0.01%
39
+17
1686
$2.21K ﹤0.01%
75
+1
1687
$2.19K ﹤0.01%
11
+1
1688
$2.16K ﹤0.01%
25
+10
1689
$2.15K ﹤0.01%
20
-44
1690
$2.15K ﹤0.01%
7
-1
1691
$2.14K ﹤0.01%
51
1692
$2.13K ﹤0.01%
58
-2,264
1693
$2.13K ﹤0.01%
21
-1
1694
$2.13K ﹤0.01%
12
+6
1695
$2.13K ﹤0.01%
12
1696
$2.13K ﹤0.01%
52
+20
1697
$2.1K ﹤0.01%
68
1698
$2.1K ﹤0.01%
27
+4
1699
$2.1K ﹤0.01%
+100
1700
$2.09K ﹤0.01%
72
66 67
68
69 70