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
$1.17B
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,545
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$4.1M
3
+$2.53M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.45M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.41M

Top Sells

1
+$3.78M
2
+$3.41M
3
+$2.3M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.9M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$1.3M

Sector Composition

1 Technology 8.46%
2 Healthcare 4.66%
3 Industrials 4.04%
4 Financials 3.48%
5 Consumer Staples 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$894K 0.08%
+11,532
227
$857K 0.07%
12,204
+121
228
$857K 0.07%
53,683
+1,454
229
$843K 0.07%
7,612
-9
230
$841K 0.07%
3,910
+52
231
$829K 0.07%
19,427
+2,139
232
$829K 0.07%
29,212
233
$825K 0.07%
42,943
+375
234
$822K 0.07%
13,213
-78
235
$815K 0.07%
6,473
+303
236
$814K 0.07%
3,254
-165
237
$814K 0.07%
16,181
-4,647
238
$793K 0.07%
5,300
+2,061
239
$776K 0.07%
4,453
-181
240
$774K 0.07%
12,693
+585
241
$773K 0.07%
8,910
+1,410
242
$769K 0.07%
8,860
+300
243
$766K 0.07%
26,399
+3,112
244
$766K 0.07%
2,229
-521
245
$765K 0.07%
2,306
-244
246
$762K 0.07%
18,951
-11
247
$746K 0.06%
20,938
-370
248
$737K 0.06%
25,682
+4,369
249
$733K 0.06%
90,996
-2,449
250
$732K 0.06%
21,113
-385
8 9
10
11 12