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
1776
$1.59K ﹤0.01%
300
1777
$1.58K ﹤0.01%
250
1778
$1.58K ﹤0.01%
13
+10
1779
$1.57K ﹤0.01%
3
1780
$1.57K ﹤0.01%
14
+1
1781
$1.55K ﹤0.01%
8
1782
$1.55K ﹤0.01%
161
1783
$1.54K ﹤0.01%
31
+12
1784
$1.53K ﹤0.01%
8
-1
1785
$1.53K ﹤0.01%
34
+1
1786
$1.53K ﹤0.01%
8
-1
1787
$1.53K ﹤0.01%
68
1788
$1.52K ﹤0.01%
43
1789
$1.51K ﹤0.01%
101
1790
$1.5K ﹤0.01%
24
+3
1791
$1.5K ﹤0.01%
+20
1792
$1.5K ﹤0.01%
42
-4
1793
$1.48K ﹤0.01%
+61
1794
$1.47K ﹤0.01%
17
+1
1795
$1.47K ﹤0.01%
42
1796
$1.46K ﹤0.01%
+44
1797
$1.46K ﹤0.01%
29
1798
$1.45K ﹤0.01%
28
+12
1799
$1.44K ﹤0.01%
+9
1800
$1.44K ﹤0.01%
53
+11
70 71
72
73 74