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
1876
$1.01K ﹤0.01%
80
+15
1877
$1.01K ﹤0.01%
17
+2
1878
$1K ﹤0.01%
13
+1
1879
$1K ﹤0.01%
11
+3
1880
$999 ﹤0.01%
+56
1881
$995 ﹤0.01%
15
1882
$993 ﹤0.01%
36
-464
1883
$989 ﹤0.01%
12
1884
$989 ﹤0.01%
12
+1
1885
$983 ﹤0.01%
10
+5
1886
$979 ﹤0.01%
32
+4
1887
$979 ﹤0.01%
12
1888
$977 ﹤0.01%
9
-2
1889
$977 ﹤0.01%
29
+1
1890
$974 ﹤0.01%
+9
1891
$973 ﹤0.01%
+21
1892
$969 ﹤0.01%
+19
1893
$968 ﹤0.01%
25
1894
$967 ﹤0.01%
22
-2
1895
$964 ﹤0.01%
+19
1896
$962 ﹤0.01%
141
1897
$962 ﹤0.01%
95
1898
$960 ﹤0.01%
13
+2
1899
$955 ﹤0.01%
13
-11
1900
$954 ﹤0.01%
103
+5
74 75
76
77 78