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
2326
$159 ﹤0.01%
10
+1
2327
$155 ﹤0.01%
6
+2
2328
$153 ﹤0.01%
3
2329
$152 ﹤0.01%
18
2330
$151 ﹤0.01%
9
2331
$151 ﹤0.01%
5
2332
$149 ﹤0.01%
1
-6
2333
$147 ﹤0.01%
3
-48
2334
$146 ﹤0.01%
9
+5
2335
$145 ﹤0.01%
1
2336
$143 ﹤0.01%
4
-10
2337
$136 ﹤0.01%
1
-8
2338
$136 ﹤0.01%
3
2339
$134 ﹤0.01%
4
+1
2340
$132 ﹤0.01%
+1
2341
$130 ﹤0.01%
30
+26
2342
$129 ﹤0.01%
1
2343
$129 ﹤0.01%
1
2344
$127 ﹤0.01%
4
+2
2345
$126 ﹤0.01%
165
2346
$123 ﹤0.01%
7
-3
2347
$121 ﹤0.01%
1
2348
$116 ﹤0.01%
16
+5
2349
$115 ﹤0.01%
11
+1
2350
$115 ﹤0.01%
4
-3
92 93
94
95 96