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
301
$516K 0.04%
44,475
-28,780
302
$515K 0.04%
+15,347
303
$513K 0.04%
5,515
+85
304
$512K 0.04%
16,566
+1,033
305
$509K 0.04%
2,407
-175
306
$507K 0.04%
34,790
+3,109
307
$504K 0.04%
4,311
-2,860
308
$496K 0.04%
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-68
309
$490K 0.04%
8,025
+194
310
$488K 0.04%
4,288
+11
311
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22,500
-713
312
$483K 0.04%
19,332
+8,026
313
$483K 0.04%
3,500
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314
$478K 0.04%
2,586
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315
$474K 0.04%
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316
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317
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318
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680
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319
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15,347
+3,178
320
$458K 0.04%
3,502
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321
$456K 0.04%
4,865
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322
$452K 0.04%
5,127
-387
323
$452K 0.04%
5,571
-925
324
$449K 0.04%
13,412
325
$448K 0.04%
3,932
-110
11 12
13
14 15