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
$724M
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,523
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$5.23M
3
+$4.31M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.25M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$4.14M

Top Sells

1
+$3.1M
2
+$2.85M
3
+$2.84M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.46M
5
SBUX icon
Starbucks
SBUX
+$2.41M

Sector Composition

1 Healthcare 6.11%
2 Industrials 5.27%
3 Technology 4.89%
4 Financials 4.23%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$497K 0.07%
16,171
+3,000
227
$494K 0.07%
19,535
-778
228
$491K 0.07%
7,384
-109
229
$483K 0.07%
12,240
-5,515
230
$482K 0.07%
10,762
+10,746
231
$482K 0.07%
+26,200
232
$481K 0.07%
+14,957
233
$481K 0.07%
9,130
+7,935
234
$477K 0.07%
3,685
+1,010
235
$472K 0.07%
6,992
+3,544
236
$470K 0.06%
4,312
-5,755
237
$469K 0.06%
4,667
-148
238
$466K 0.06%
6,324
+1,566
239
$462K 0.06%
10,549
+207
240
$462K 0.06%
24,895
+6,245
241
$456K 0.06%
10,840
+404
242
$453K 0.06%
+25,336
243
$451K 0.06%
2,797
+75
244
$447K 0.06%
20,378
+464
245
$444K 0.06%
4,792
-13
246
$443K 0.06%
9,697
247
$442K 0.06%
2,625
248
$439K 0.06%
7,005
+63
249
$429K 0.06%
8,263
-7,029
250
$427K 0.06%
22,936
8 9
10
11 12