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
2026
$633 ﹤0.01%
+14
2027
$632 ﹤0.01%
100
2028
$632 ﹤0.01%
+5
2029
$629 ﹤0.01%
40
2030
$626 ﹤0.01%
15
-12
2031
$625 ﹤0.01%
16
+6
2032
$623 ﹤0.01%
15
+1
2033
$621 ﹤0.01%
125
-2,405
2034
$607 ﹤0.01%
+21
2035
$606 ﹤0.01%
28
2036
$606 ﹤0.01%
20
+6
2037
$606 ﹤0.01%
47
2038
$606 ﹤0.01%
8
+3
2039
$605 ﹤0.01%
+20
2040
$605 ﹤0.01%
14
2041
$605 ﹤0.01%
+9
2042
$604 ﹤0.01%
27
2043
$603 ﹤0.01%
+15
2044
$601 ﹤0.01%
26
2045
$600 ﹤0.01%
+5
2046
$598 ﹤0.01%
5
+1
2047
$598 ﹤0.01%
+19
2048
$594 ﹤0.01%
55
2049
$592 ﹤0.01%
+20
2050
$591 ﹤0.01%
5
+1
80 81
82
83 84