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
2201
$338 ﹤0.01%
+7
2202
$335 ﹤0.01%
+1
2203
$331 ﹤0.01%
20
2204
$331 ﹤0.01%
20
+7
2205
$329 ﹤0.01%
12
+3
2206
$324 ﹤0.01%
12
+10
2207
$321 ﹤0.01%
72
-2
2208
$319 ﹤0.01%
15
+7
2209
$319 ﹤0.01%
+33
2210
$318 ﹤0.01%
10
2211
$314 ﹤0.01%
+10
2212
$314 ﹤0.01%
15
+12
2213
$313 ﹤0.01%
2
-2
2214
$313 ﹤0.01%
6
2215
$309 ﹤0.01%
18
+14
2216
$305 ﹤0.01%
17
+1
2217
$304 ﹤0.01%
+22
2218
$303 ﹤0.01%
+2
2219
$301 ﹤0.01%
29
-30
2220
$300 ﹤0.01%
4
-4
2221
$299 ﹤0.01%
+8
2222
$298 ﹤0.01%
+14
2223
$297 ﹤0.01%
24
-7
2224
$297 ﹤0.01%
7
-12
2225
$297 ﹤0.01%
9
87 88
89
90 91