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
2276
$222 ﹤0.01%
23
+5
2277
$220 ﹤0.01%
5
2278
$218 ﹤0.01%
6
-57
2279
$217 ﹤0.01%
+4
2280
$217 ﹤0.01%
+19
2281
$216 ﹤0.01%
+11
2282
$215 ﹤0.01%
+16
2283
$215 ﹤0.01%
10
+5
2284
$215 ﹤0.01%
+33
2285
$214 ﹤0.01%
+7
2286
$213 ﹤0.01%
9
+8
2287
$213 ﹤0.01%
25
2288
$212 ﹤0.01%
16
+2
2289
$211 ﹤0.01%
+7
2290
$210 ﹤0.01%
1
-1
2291
$210 ﹤0.01%
+8
2292
$209 ﹤0.01%
32
+1
2293
$202 ﹤0.01%
6
+2
2294
$201 ﹤0.01%
3
2295
$200 ﹤0.01%
+3
2296
$200 ﹤0.01%
5
2297
$199 ﹤0.01%
+4
2298
$197 ﹤0.01%
3
+1
2299
$195 ﹤0.01%
22
2300
$195 ﹤0.01%
19
+2
90 91
92
93 94