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
2376
$74 ﹤0.01%
+4
2377
$73 ﹤0.01%
+2
2378
$71 ﹤0.01%
5
+3
2379
$71 ﹤0.01%
+2
2380
$71 ﹤0.01%
3
2381
$70 ﹤0.01%
2
-1
2382
$69 ﹤0.01%
1
-1
2383
$67 ﹤0.01%
2
-5
2384
$67 ﹤0.01%
4
-15
2385
$66 ﹤0.01%
+1
2386
$63 ﹤0.01%
30
2387
– –
0
2388
$58 ﹤0.01%
4
-43
2389
$57 ﹤0.01%
+4
2390
$55 ﹤0.01%
3
-5
2391
$54 ﹤0.01%
10
2392
$54 ﹤0.01%
1
-1
2393
$48 ﹤0.01%
+11
2394
$46 ﹤0.01%
+3
2395
$44 ﹤0.01%
1
-1
2396
$44 ﹤0.01%
+1
2397
$43 ﹤0.01%
2
-3
2398
$42 ﹤0.01%
1
2399
$39 ﹤0.01%
6
+5
2400
$39 ﹤0.01%
+1
94 95
96
97 98