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
1851
$1.1K ﹤0.01%
+11
1852
$1.1K ﹤0.01%
6
1853
$1.09K ﹤0.01%
75
1854
$1.09K ﹤0.01%
26
-15
1855
$1.09K ﹤0.01%
43
+30
1856
$1.08K ﹤0.01%
10
+1
1857
$1.08K ﹤0.01%
9
-3
1858
$1.08K ﹤0.01%
10
+1
1859
$1.08K ﹤0.01%
240
-5,090
1860
$1.08K ﹤0.01%
10
-1
1861
$1.08K ﹤0.01%
30
+22
1862
$1.08K ﹤0.01%
+19
1863
$1.08K ﹤0.01%
400
1864
$1.07K ﹤0.01%
+16
1865
$1.07K ﹤0.01%
+5
1866
$1.07K ﹤0.01%
20
1867
$1.06K ﹤0.01%
8
1868
$1.06K ﹤0.01%
29
+4
1869
$1.06K ﹤0.01%
58
-1
1870
$1.05K ﹤0.01%
+28
1871
$1.05K ﹤0.01%
+26
1872
$1.04K ﹤0.01%
35
-265
1873
$1.04K ﹤0.01%
36
1874
$1.03K ﹤0.01%
42
+13
1875
$1.03K ﹤0.01%
15
+6
73 74
75
76 77