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
326
$284K 0.04%
2,544
+15
327
$283K 0.04%
8,303
+335
328
$283K 0.04%
+2,790
329
$283K 0.04%
2,707
+42
330
$282K 0.04%
2,312
-2,686
331
$282K 0.04%
3,045
+294
332
$279K 0.04%
23,061
333
$277K 0.04%
7,307
-73
334
$277K 0.04%
4,201
+1,889
335
$277K 0.04%
12,909
336
$276K 0.04%
7,728
337
$275K 0.04%
6,573
-777
338
$273K 0.04%
5,876
-67
339
$272K 0.04%
7,555
+2,825
340
$270K 0.04%
6,975
341
$268K 0.04%
12,758
-1,481
342
$265K 0.04%
2,195
-105
343
$264K 0.04%
+5,400
344
$259K 0.04%
+11,299
345
$258K 0.04%
10,486
+62
346
$257K 0.04%
8,000
347
$257K 0.04%
12,183
+1,131
348
$256K 0.04%
5,052
349
$253K 0.04%
+4,151
350
$252K 0.03%
9,568
+1,136
12 13
14
15 16