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
276
$376K 0.05%
6,249
+1,905
277
$375K 0.05%
6,699
278
$375K 0.05%
9,202
-192
279
$375K 0.05%
8,571
+133
280
$371K 0.05%
21,873
+5,340
281
$363K 0.05%
3,111
-527
282
$361K 0.05%
29,925
283
$360K 0.05%
19,895
+13,145
284
$354K 0.05%
5,412
+3,357
285
$353K 0.05%
6,795
+3,335
286
$352K 0.05%
2,267
+1,112
287
$351K 0.05%
+10,703
288
$348K 0.05%
2,910
-260
289
$347K 0.05%
3,326
-8,003
290
$346K 0.05%
3,051
+85
291
$344K 0.05%
+29,000
292
$343K 0.05%
3,628
+80
293
$341K 0.05%
7,057
+99
294
$336K 0.05%
5,957
+31
295
$335K 0.05%
2,960
-8,080
296
$334K 0.05%
2,445
+88
297
$334K 0.05%
8,491
+7,223
298
$333K 0.05%
1,086
+761
299
$332K 0.05%
3,026
-1,250
300
$331K 0.05%
7,431
-201
10 11
12
13 14