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
1926
$867 ﹤0.01%
+13
1927
$866 ﹤0.01%
6
+2
1928
$864 ﹤0.01%
6
1929
$861 ﹤0.01%
7
-6
1930
$857 ﹤0.01%
14
-1
1931
$845 ﹤0.01%
+13
1932
$841 ﹤0.01%
7
+2
1933
$841 ﹤0.01%
48
1934
$840 ﹤0.01%
20
+3
1935
$836 ﹤0.01%
11
+4
1936
$830 ﹤0.01%
4
+1
1937
$829 ﹤0.01%
24
1938
$827 ﹤0.01%
+36
1939
$824 ﹤0.01%
11
+5
1940
$823 ﹤0.01%
19
+7
1941
$816 ﹤0.01%
+42
1942
$813 ﹤0.01%
17
-2
1943
$809 ﹤0.01%
+5
1944
$806 ﹤0.01%
+10
1945
$806 ﹤0.01%
20
1946
$806 ﹤0.01%
14
-7
1947
$803 ﹤0.01%
3
-358
1948
$802 ﹤0.01%
11
1949
$796 ﹤0.01%
14
1950
$793 ﹤0.01%
13
-2
76 77
78
79 80