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
1901
$946 ﹤0.01%
66
+38
1902
$937 ﹤0.01%
44
+5
1903
$932 ﹤0.01%
34
+20
1904
$927 ﹤0.01%
25
+8
1905
$923 ﹤0.01%
150
1906
$921 ﹤0.01%
13
-20
1907
$920 ﹤0.01%
8
+2
1908
$916 ﹤0.01%
35
+30
1909
$913 ﹤0.01%
8
+3
1910
$911 ﹤0.01%
31
-794
1911
$899 ﹤0.01%
+13
1912
$898 ﹤0.01%
39
+12
1913
$888 ﹤0.01%
22
+4
1914
$887 ﹤0.01%
7
-6
1915
$886 ﹤0.01%
11
+3
1916
$886 ﹤0.01%
+18
1917
$876 ﹤0.01%
16
-432
1918
$875 ﹤0.01%
54
1919
$875 ﹤0.01%
16
1920
$875 ﹤0.01%
31
1921
$874 ﹤0.01%
3
1922
$873 ﹤0.01%
13
1923
$872 ﹤0.01%
28
+2
1924
$872 ﹤0.01%
30
1925
$870 ﹤0.01%
9
75 76
77
78 79