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
176
$1.46M 0.13%
3,175
+26
177
$1.46M 0.13%
+51,981
178
$1.43M 0.13%
13,214
-492
179
$1.42M 0.13%
18,330
+7,264
180
$1.41M 0.13%
17,749
-9,628
181
$1.4M 0.13%
14,161
+2,915
182
$1.39M 0.13%
13,658
-1,724
183
$1.37M 0.13%
33,824
-4,363
184
$1.36M 0.13%
30,660
-459
185
$1.35M 0.12%
42,893
+28,227
186
$1.34M 0.12%
7,644
-52
187
$1.34M 0.12%
19,853
+2,853
188
$1.34M 0.12%
5,130
+132
189
$1.33M 0.12%
81,877
-1,480
190
$1.33M 0.12%
26,519
+5,340
191
$1.32M 0.12%
7,387
+176
192
$1.31M 0.12%
28,127
+4,594
193
$1.31M 0.12%
24,906
+96
194
$1.31M 0.12%
24,243
+1,625
195
$1.29M 0.12%
10,798
+4,199
196
$1.28M 0.12%
14,343
+2,924
197
$1.27M 0.12%
2,894
+19
198
$1.25M 0.12%
17,389
-113
199
$1.24M 0.11%
7,877
+1,471
200
$1.23M 0.11%
12,949
-953
6 7
8
9 10