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
326
$445K 0.04%
10,480
-1,048
327
$437K 0.04%
8,447
+144
328
$437K 0.04%
9,890
-750
329
$435K 0.04%
11,283
+215
330
$430K 0.04%
23,666
+13,979
331
$427K 0.04%
26,775
-4,580
332
$426K 0.04%
14,494
-6,457
333
$424K 0.04%
14,415
+1,536
334
$421K 0.04%
2,991
-16,304
335
$418K 0.04%
5,436
+320
336
$415K 0.04%
1,378
-145
337
$413K 0.04%
1,019
+289
338
$412K 0.04%
8,728
+1,926
339
$408K 0.03%
1,158
-31
340
$407K 0.03%
864
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341
$403K 0.03%
2,281
-35
342
$402K 0.03%
4,708
-4,918
343
$401K 0.03%
2,619
-1
344
$401K 0.03%
11,356
-235
345
$398K 0.03%
2,756
+20
346
$397K 0.03%
6,240
-555
347
$396K 0.03%
1,935
-84
348
$395K 0.03%
19,209
+1
349
$395K 0.03%
3,622
+156
350
$392K 0.03%
1,147
-46
12 13
14
15 16