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
2101
$505 ﹤0.01%
34
2102
$503 ﹤0.01%
59
+51
2103
$501 ﹤0.01%
8
+2
2104
$500 ﹤0.01%
+60
2105
$499 ﹤0.01%
+33
2106
$499 ﹤0.01%
6
-6
2107
$499 ﹤0.01%
10
2108
$496 ﹤0.01%
+5
2109
$493 ﹤0.01%
4
-1
2110
$492 ﹤0.01%
+10
2111
$490 ﹤0.01%
+10
2112
$489 ﹤0.01%
17
+5
2113
$489 ﹤0.01%
9
-1
2114
$483 ﹤0.01%
22
+3
2115
$477 ﹤0.01%
+17
2116
$476 ﹤0.01%
9
+3
2117
$471 ﹤0.01%
5
-5
2118
$471 ﹤0.01%
61
2119
$471 ﹤0.01%
43
+3
2120
$468 ﹤0.01%
+5
2121
$462 ﹤0.01%
5
+2
2122
$459 ﹤0.01%
27
2123
$457 ﹤0.01%
8
2124
$456 ﹤0.01%
7
+2
2125
$455 ﹤0.01%
10
+2
83 84
85
86 87