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
1951
$793 ﹤0.01%
8
-2
1952
$793 ﹤0.01%
56
+8
1953
$792 ﹤0.01%
23
1954
$791 ﹤0.01%
33
-11
1955
$790 ﹤0.01%
19
-5
1956
$789 ﹤0.01%
45
+2
1957
$789 ﹤0.01%
21
-17
1958
$788 ﹤0.01%
73
+24
1959
$786 ﹤0.01%
8
+4
1960
$786 ﹤0.01%
40
1961
$786 ﹤0.01%
+14
1962
$785 ﹤0.01%
+14
1963
$784 ﹤0.01%
11
1964
$776 ﹤0.01%
21
+2
1965
$774 ﹤0.01%
8
1966
$765 ﹤0.01%
+50
1967
$763 ﹤0.01%
13
+1
1968
$762 ﹤0.01%
7
-1
1969
$762 ﹤0.01%
+58
1970
$760 ﹤0.01%
24
+12
1971
$757 ﹤0.01%
19
1972
$757 ﹤0.01%
+12
1973
$757 ﹤0.01%
16
+2
1974
$751 ﹤0.01%
18
+2
1975
$747 ﹤0.01%
23
-2
77 78
79
80 81