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
1701
$2.09K ﹤0.01%
230
1702
$2.08K ﹤0.01%
123
-91
1703
$2.07K ﹤0.01%
165
+29
1704
$2.07K ﹤0.01%
170
+12
1705
$2.06K ﹤0.01%
14
+1
1706
$2.04K ﹤0.01%
16
1707
$2.03K ﹤0.01%
58
+38
1708
$2.02K ﹤0.01%
49
1709
$2.02K ﹤0.01%
33
+19
1710
$2.02K ﹤0.01%
42
+17
1711
$2.01K ﹤0.01%
55
1712
$2K ﹤0.01%
25
1713
$2K ﹤0.01%
+150
1714
$1.99K ﹤0.01%
19
-2
1715
$1.98K ﹤0.01%
44
+20
1716
$1.98K ﹤0.01%
55
+43
1717
$1.94K ﹤0.01%
85
+76
1718
$1.94K ﹤0.01%
40
+5
1719
$1.93K ﹤0.01%
39
-350
1720
$1.91K ﹤0.01%
140
1721
$1.91K ﹤0.01%
62
+52
1722
$1.91K ﹤0.01%
42
-166
1723
$1.9K ﹤0.01%
38
-2
1724
$1.9K ﹤0.01%
33
+17
1725
$1.89K ﹤0.01%
127
+47
67 68
69
70 71