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
2126
$454 ﹤0.01%
10
2127
$452 ﹤0.01%
7
-1
2128
$451 ﹤0.01%
54
+10
2129
$450 ﹤0.01%
2
-1
2130
$445 ﹤0.01%
25
2131
$443 ﹤0.01%
50
+20
2132
$443 ﹤0.01%
+24
2133
$442 ﹤0.01%
10
2134
$441 ﹤0.01%
5
+1
2135
$439 ﹤0.01%
12
+1
2136
$438 ﹤0.01%
50
2137
$437 ﹤0.01%
17
-4
2138
$437 ﹤0.01%
10
-170
2139
$436 ﹤0.01%
+5
2140
$434 ﹤0.01%
85
-44
2141
$432 ﹤0.01%
29
+1
2142
$426 ﹤0.01%
7
+5
2143
$425 ﹤0.01%
9
-300
2144
$423 ﹤0.01%
4
+2
2145
$423 ﹤0.01%
+6
2146
$422 ﹤0.01%
+9
2147
$422 ﹤0.01%
+5
2148
$418 ﹤0.01%
+5
2149
$416 ﹤0.01%
22
2150
$415 ﹤0.01%
72
84 85
86
87 88