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
1726
$1.89K ﹤0.01%
36
1727
$1.89K ﹤0.01%
25
+3
1728
$1.88K ﹤0.01%
90
+24
1729
$1.87K ﹤0.01%
28
-1
1730
$1.86K ﹤0.01%
20
1731
$1.86K ﹤0.01%
20
1732
$1.83K ﹤0.01%
12
1733
$1.83K ﹤0.01%
22
+5
1734
$1.83K ﹤0.01%
33
+14
1735
$1.83K ﹤0.01%
6
1736
$1.82K ﹤0.01%
189
-28
1737
$1.82K ﹤0.01%
30
1738
$1.81K ﹤0.01%
14
+1
1739
$1.79K ﹤0.01%
38
+2
1740
$1.78K ﹤0.01%
500
1741
$1.78K ﹤0.01%
15
+1
1742
$1.78K ﹤0.01%
+107
1743
$1.78K ﹤0.01%
+7
1744
$1.76K ﹤0.01%
38
1745
$1.76K ﹤0.01%
12
+6
1746
$1.75K ﹤0.01%
21
+6
1747
$1.75K ﹤0.01%
3
1748
$1.75K ﹤0.01%
16
+1
1749
$1.75K ﹤0.01%
+42
1750
$1.74K ﹤0.01%
35
68 69
70
71 72