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
2176
$375 ﹤0.01%
3
-3
2177
$375 ﹤0.01%
30
-4
2178
$374 ﹤0.01%
100
2179
$371 ﹤0.01%
7
+1
2180
$370 ﹤0.01%
21
2181
$370 ﹤0.01%
34
2182
$368 ﹤0.01%
8
-12
2183
$367 ﹤0.01%
50
+4
2184
$366 ﹤0.01%
+29
2185
$361 ﹤0.01%
5
2186
$360 ﹤0.01%
41
+5
2187
$360 ﹤0.01%
5
2188
$357 ﹤0.01%
58
2189
$356 ﹤0.01%
21
+5
2190
$355 ﹤0.01%
58
2191
$351 ﹤0.01%
48
2192
$350 ﹤0.01%
8
-1
2193
$347 ﹤0.01%
8
2194
$347 ﹤0.01%
18
2195
$345 ﹤0.01%
+11
2196
$342 ﹤0.01%
+2
2197
$342 ﹤0.01%
15
+6
2198
$341 ﹤0.01%
11
+3
2199
$341 ﹤0.01%
10
+7
2200
$340 ﹤0.01%
10
86 87
88
89 90