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
2251
$264 ﹤0.01%
4
+1
2252
$256 ﹤0.01%
40
+3
2253
$252 ﹤0.01%
+7
2254
$252 ﹤0.01%
+20
2255
$252 ﹤0.01%
1
-1
2256
$250 ﹤0.01%
4
+1
2257
$250 ﹤0.01%
3
2258
$250 ﹤0.01%
+52
2259
$248 ﹤0.01%
+8
2260
$247 ﹤0.01%
+28
2261
$247 ﹤0.01%
18
+4
2262
$244 ﹤0.01%
+13
2263
$242 ﹤0.01%
8
+7
2264
$242 ﹤0.01%
+20
2265
$242 ﹤0.01%
15
2266
$241 ﹤0.01%
+1
2267
$238 ﹤0.01%
+16
2268
$235 ﹤0.01%
+11
2269
$233 ﹤0.01%
+12
2270
$233 ﹤0.01%
13
+2
2271
$232 ﹤0.01%
6
-3
2272
$231 ﹤0.01%
+9
2273
$230 ﹤0.01%
12
+11
2274
$229 ﹤0.01%
+6
2275
$228 ﹤0.01%
20
+2
89 90
91
92 93