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
2151
$415 ﹤0.01%
11
+4
2152
$403 ﹤0.01%
9
-10
2153
$402 ﹤0.01%
3
+1
2154
$402 ﹤0.01%
3
2155
$401 ﹤0.01%
700
2156
$400 ﹤0.01%
3
+1
2157
$399 ﹤0.01%
38
2158
$397 ﹤0.01%
3
-4
2159
$393 ﹤0.01%
34
2160
$393 ﹤0.01%
+14
2161
$392 ﹤0.01%
6
+5
2162
$389 ﹤0.01%
58
-11
2163
$388 ﹤0.01%
2
+1
2164
$385 ﹤0.01%
26
2165
$384 ﹤0.01%
5
+1
2166
$384 ﹤0.01%
12
+3
2167
$382 ﹤0.01%
7
2168
$382 ﹤0.01%
25
+2
2169
$382 ﹤0.01%
34
2170
$380 ﹤0.01%
31
2171
$379 ﹤0.01%
+5
2172
$379 ﹤0.01%
10
+2
2173
$377 ﹤0.01%
10
2174
$376 ﹤0.01%
28
-18
2175
$376 ﹤0.01%
40
85 86
87
88 89