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
251
$731K 0.06%
9,018
+1,429
252
$719K 0.06%
804
+178
253
$713K 0.06%
7,591
+1,135
254
$708K 0.06%
13,295
-166
255
$703K 0.06%
22,430
+2,870
256
$696K 0.06%
9,185
-88
257
$695K 0.06%
40,947
-1,152
258
$689K 0.06%
36,426
+1,500
259
$681K 0.06%
7,221
-1,333
260
$674K 0.06%
6,229
-41
261
$665K 0.06%
2,895
+166
262
$656K 0.06%
28,834
-1,075
263
$653K 0.06%
17,988
+11,032
264
$644K 0.06%
4,874
+4,841
265
$642K 0.05%
2,080
+25
266
$640K 0.05%
5,868
-8,054
267
$639K 0.05%
11,492
-233
268
$637K 0.05%
22,196
+1,437
269
$632K 0.05%
13,291
-648
270
$631K 0.05%
5,880
-43
271
$631K 0.05%
24,853
+5,247
272
$630K 0.05%
6,085
-1,217
273
$629K 0.05%
14,259
-10,438
274
$629K 0.05%
18,373
+1,327
275
$628K 0.05%
1,405
+6
9 10
11
12 13