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
1976
$746 ﹤0.01%
11
1977
$746 ﹤0.01%
15
+6
1978
$744 ﹤0.01%
7
1979
$744 ﹤0.01%
5
-2
1980
$740 ﹤0.01%
+45
1981
$740 ﹤0.01%
17
1982
$740 ﹤0.01%
23
-16
1983
$738 ﹤0.01%
29
+1
1984
$733 ﹤0.01%
70
1985
$732 ﹤0.01%
4
1986
$727 ﹤0.01%
26
+13
1987
$726 ﹤0.01%
+39
1988
$725 ﹤0.01%
6
1989
$722 ﹤0.01%
27
1990
$718 ﹤0.01%
113
-17
1991
$718 ﹤0.01%
9
-1
1992
$717 ﹤0.01%
3
+1
1993
$716 ﹤0.01%
32
1994
$709 ﹤0.01%
124
+25
1995
$708 ﹤0.01%
10
+2
1996
$707 ﹤0.01%
12
1997
$706 ﹤0.01%
220
1998
$706 ﹤0.01%
+65
1999
$704 ﹤0.01%
7
2000
$703 ﹤0.01%
6
78 79
80
81 82