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
1751
$1.74K ﹤0.01%
171
+3
1752
$1.73K ﹤0.01%
10
+2
1753
$1.72K ﹤0.01%
59
-6
1754
$1.72K ﹤0.01%
53
+6
1755
$1.71K ﹤0.01%
12
+4
1756
$1.7K ﹤0.01%
50
+1
1757
$1.69K ﹤0.01%
154
1758
$1.69K ﹤0.01%
22
+7
1759
$1.68K ﹤0.01%
36
+11
1760
$1.68K ﹤0.01%
+265
1761
$1.66K ﹤0.01%
200
1762
$1.65K ﹤0.01%
276
+9
1763
$1.65K ﹤0.01%
42
+20
1764
$1.63K ﹤0.01%
+20
1765
$1.63K ﹤0.01%
15
1766
$1.62K ﹤0.01%
40
-310
1767
$1.61K ﹤0.01%
4
+1
1768
$1.61K ﹤0.01%
15
-4
1769
$1.61K ﹤0.01%
32
+7
1770
$1.61K ﹤0.01%
19
1771
$1.61K ﹤0.01%
67
+2
1772
$1.6K ﹤0.01%
10
-1
1773
$1.6K ﹤0.01%
+250
1774
$1.59K ﹤0.01%
41
-38
1775
$1.59K ﹤0.01%
11
+1
69 70
71
72 73