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
2401
$38 ﹤0.01%
2
-2
2402
$35 ﹤0.01%
2
2403
$34 ﹤0.01%
2
2404
$33 ﹤0.01%
1
-109
2405
$32 ﹤0.01%
1
-3
2406
$32 ﹤0.01%
5
2407
$31 ﹤0.01%
1
2408
$29 ﹤0.01%
4
2409
– –
0
2410
– –
0
2411
$21 ﹤0.01%
+2
2412
$19 ﹤0.01%
+2
2413
– –
0
2414
$16 ﹤0.01%
3
2415
$16 ﹤0.01%
2
-24
2416
$15 ﹤0.01%
1
-1
2417
$13 ﹤0.01%
+2
2418
$11 ﹤0.01%
3
2419
$10 ﹤0.01%
7
2420
$5 ﹤0.01%
8
2421
– –
0
2422
– –
0
2423
– –
-15
2424
– –
-2
2425
– –
-500
95 96
97
98 99