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
2226
$293 ﹤0.01%
+4
2227
$292 ﹤0.01%
102
+3
2228
$289 ﹤0.01%
6
2229
$289 ﹤0.01%
10
-18
2230
$285 ﹤0.01%
20
2231
$284 ﹤0.01%
5
-1
2232
$283 ﹤0.01%
29
+3
2233
$283 ﹤0.01%
51
+49
2234
$281 ﹤0.01%
+10
2235
$280 ﹤0.01%
5
-8
2236
$279 ﹤0.01%
3
+2
2237
$279 ﹤0.01%
213
2238
$277 ﹤0.01%
+7
2239
$276 ﹤0.01%
12
2240
$275 ﹤0.01%
40
+2
2241
$275 ﹤0.01%
+30
2242
$274 ﹤0.01%
+4
2243
$274 ﹤0.01%
+23
2244
$274 ﹤0.01%
4
-26
2245
$273 ﹤0.01%
+81
2246
$272 ﹤0.01%
11
2247
$271 ﹤0.01%
+9
2248
$270 ﹤0.01%
39
+2
2249
$269 ﹤0.01%
+10
2250
$269 ﹤0.01%
+8
88 89
90
91 92