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
2076
$539 ﹤0.01%
+20
2077
$538 ﹤0.01%
21
-4
2078
$534 ﹤0.01%
+20
2079
$533 ﹤0.01%
37
-1
2080
$530 ﹤0.01%
19
2081
$528 ﹤0.01%
6
-2
2082
$528 ﹤0.01%
+10
2083
$527 ﹤0.01%
28
-11
2084
$526 ﹤0.01%
50
2085
$525 ﹤0.01%
13
-3
2086
$524 ﹤0.01%
32
+4
2087
$522 ﹤0.01%
+35
2088
$521 ﹤0.01%
+15
2089
$520 ﹤0.01%
24
2090
$519 ﹤0.01%
4
-1
2091
$512 ﹤0.01%
+10
2092
$510 ﹤0.01%
+30
2093
$509 ﹤0.01%
5
2094
$508 ﹤0.01%
6
2095
$507 ﹤0.01%
+4
2096
$507 ﹤0.01%
+20
2097
$507 ﹤0.01%
37
-1
2098
$507 ﹤0.01%
9
+1
2099
$506 ﹤0.01%
3
+1
2100
$505 ﹤0.01%
+25
82 83
84
85 86