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
1801
$1.44K ﹤0.01%
19
+2
1802
$1.43K ﹤0.01%
100
1803
$1.41K ﹤0.01%
27
+14
1804
$1.4K ﹤0.01%
+57
1805
$1.39K ﹤0.01%
13
+2
1806
$1.39K ﹤0.01%
156
+23
1807
$1.38K ﹤0.01%
15
+5
1808
$1.37K ﹤0.01%
7
+1
1809
$1.37K ﹤0.01%
17
+1
1810
$1.36K ﹤0.01%
33
+1
1811
$1.35K ﹤0.01%
40
1812
$1.35K ﹤0.01%
31
+28
1813
$1.34K ﹤0.01%
16
+1
1814
$1.33K ﹤0.01%
68
+56
1815
$1.33K ﹤0.01%
24
1816
$1.32K ﹤0.01%
6
-3
1817
$1.32K ﹤0.01%
10
1818
$1.32K ﹤0.01%
36
+20
1819
$1.31K ﹤0.01%
26
+4
1820
$1.3K ﹤0.01%
15
-8
1821
$1.3K ﹤0.01%
69
-6
1822
$1.3K ﹤0.01%
8
-2
1823
$1.29K ﹤0.01%
15
+2
1824
$1.29K ﹤0.01%
5
1825
$1.29K ﹤0.01%
90
+15
71 72
73
74 75