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
1826
$1.29K ﹤0.01%
+8
1827
$1.27K ﹤0.01%
16
+6
1828
$1.26K ﹤0.01%
20
1829
$1.26K ﹤0.01%
33
+13
1830
$1.26K ﹤0.01%
16
+1
1831
$1.22K ﹤0.01%
+17
1832
$1.22K ﹤0.01%
233
1833
$1.21K ﹤0.01%
12
-1
1834
$1.21K ﹤0.01%
12
+3
1835
$1.21K ﹤0.01%
13
+2
1836
$1.2K ﹤0.01%
27
+19
1837
$1.19K ﹤0.01%
15
+11
1838
$1.18K ﹤0.01%
34
-3
1839
$1.18K ﹤0.01%
16
1840
$1.18K ﹤0.01%
+17
1841
$1.17K ﹤0.01%
12
+5
1842
$1.17K ﹤0.01%
17
-1
1843
$1.16K ﹤0.01%
46
-4
1844
$1.15K ﹤0.01%
+20
1845
$1.14K ﹤0.01%
5,625
1846
$1.13K ﹤0.01%
2,086
1847
$1.13K ﹤0.01%
9
+1
1848
$1.13K ﹤0.01%
25
+14
1849
$1.13K ﹤0.01%
38
1850
$1.12K ﹤0.01%
12
+4
72 73
74
75 76