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
151
$1.7M 0.16%
8,460
+1,358
152
$1.69M 0.16%
12,404
+7,437
153
$1.69M 0.16%
21,704
-10,709
154
$1.68M 0.15%
58,222
-4,176
155
$1.67M 0.15%
44,937
+16,232
156
$1.67M 0.15%
19,495
+19,146
157
$1.66M 0.15%
32,881
+6,736
158
$1.66M 0.15%
62,500
+525
159
$1.65M 0.15%
79,760
-8,768
160
$1.65M 0.15%
87,759
+7,902
161
$1.62M 0.15%
34,131
-472,384
162
$1.61M 0.15%
55,098
+179
163
$1.61M 0.15%
68,991
-10,974
164
$1.6M 0.15%
22,777
-588
165
$1.57M 0.15%
14,628
-110,869
166
$1.56M 0.14%
2,620
+205
167
$1.56M 0.14%
24,443
+4,080
168
$1.55M 0.14%
13,354
+6,113
169
$1.52M 0.14%
6,315
-114
170
$1.51M 0.14%
8,221
+4,885
171
$1.5M 0.14%
29,241
-1,480
172
$1.5M 0.14%
12,769
+1,175
173
$1.49M 0.14%
19,376
+2,762
174
$1.49M 0.14%
6,679
+5,368
175
$1.48M 0.14%
11,170
+910
5 6
7
8 9