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
2301
$194 ﹤0.01%
10
+2
2302
$193 ﹤0.01%
+5
2303
$192 ﹤0.01%
+9
2304
$191 ﹤0.01%
1
-1
2305
$189 ﹤0.01%
+3
2306
$187 ﹤0.01%
110
2307
$186 ﹤0.01%
3
-1
2308
$185 ﹤0.01%
+12
2309
$184 ﹤0.01%
+1
2310
$183 ﹤0.01%
4
+3
2311
$179 ﹤0.01%
+7
2312
$178 ﹤0.01%
3
+1
2313
$176 ﹤0.01%
40
2314
$175 ﹤0.01%
10
2315
$174 ﹤0.01%
20
-1,336
2316
$169 ﹤0.01%
3
-1
2317
$168 ﹤0.01%
1
-4
2318
$168 ﹤0.01%
+21
2319
$165 ﹤0.01%
2
2320
$165 ﹤0.01%
6
+5
2321
$164 ﹤0.01%
15
-75
2322
$163 ﹤0.01%
+7
2323
$162 ﹤0.01%
9
+2
2324
$160 ﹤0.01%
9
-1
2325
$160 ﹤0.01%
9
91 92
93
94 95