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
2351
$115 ﹤0.01%
3
-1
2352
$112 ﹤0.01%
5
2353
$112 ﹤0.01%
12
+3
2354
$111 ﹤0.01%
11
+8
2355
$111 ﹤0.01%
4
-4
2356
$109 ﹤0.01%
8
-11
2357
$108 ﹤0.01%
4
2358
$105 ﹤0.01%
100
2359
$103 ﹤0.01%
4
-11
2360
$101 ﹤0.01%
50
2361
$100 ﹤0.01%
1
2362
$99 ﹤0.01%
+7
2363
$95 ﹤0.01%
+2
2364
$94 ﹤0.01%
2
2365
$94 ﹤0.01%
+3
2366
$92 ﹤0.01%
2
-1
2367
$88 ﹤0.01%
5
-3
2368
$86 ﹤0.01%
6
-6
2369
$85 ﹤0.01%
3
-2
2370
$82 ﹤0.01%
+50
2371
$81 ﹤0.01%
3
-3
2372
$80 ﹤0.01%
11
+1
2373
$80 ﹤0.01%
3
+2
2374
$76 ﹤0.01%
5
+4
2375
$75 ﹤0.01%
2
-4
93 94
95
96 97