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

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
2451
-1
2452
-402
2453
-406
2454
-3
2455
-36
2456
-44
2457
-6
2458
-31
2459
-2
2460
-37,425
2461
-365
2462
0
2463
-2
2464
-11
2465
-2,000
2466
-14
2467
-1,150
2468
-652
2469
-1,347
2470
-3,948
2471
-90
2472
-335
2473
-6
2474
-1,400
2475
-2