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
201
$1.22M 0.11%
18,926
-471
202
$1.22M 0.11%
29,314
-1,948
203
$1.19M 0.11%
16,080
+1,180
204
$1.18M 0.11%
11,448
-8,482
205
$1.17M 0.11%
3,945
-460
206
$1.16M 0.11%
52,270
+5,653
207
$1.13M 0.1%
18,525
+298
208
$1.12M 0.1%
60,718
+7,183
209
$1.11M 0.1%
8,906
-6,153
210
$1.08M 0.1%
3,128
-507
211
$1.08M 0.1%
64,279
+3,837
212
$1.08M 0.1%
20,786
-2,480
213
$1.08M 0.1%
1,066
+135
214
$1.07M 0.1%
13,638
+5
215
$1.05M 0.1%
24,220
+2,220
216
$1.03M 0.09%
41,869
+26,902
217
$1.03M 0.09%
25,426
-1,041
218
$1.02M 0.09%
9,260
-80
219
$1.01M 0.09%
4,528
-216
220
$987K 0.09%
6,057
-46
221
$984K 0.09%
13,062
+4,631
222
$978K 0.09%
3,309
-275
223
$959K 0.09%
13,037
-5,232
224
$956K 0.09%
18,722
-3,418
225
$940K 0.09%
33,306
+7,529
7 8
9
10 11