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
2476
– –
-60
2477
– –
-8
2478
– –
-75
2479
– –
-2
2480
– –
0
2481
– –
-10
2482
– –
-18
2483
– –
-1,300
2484
– –
-7
2485
– –
-25
2486
– –
-10
2487
– –
-3
2488
– –
-6
2489
– –
-27
2490
– –
-80
2491
– –
-92
2492
– –
-111
2493
– –
-146
2494
– –
-2
2495
– –
-73
2496
– –
-3
2497
– –
-5
2498
– –
-515
2499
– –
-2
2500
– –
-25
98 99
100
101 102