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
351
$249K 0.03%
3,885
+35
352
$247K 0.03%
7,702
-536
353
$244K 0.03%
1,156
+65
354
$244K 0.03%
4,690
+490
355
$243K 0.03%
3,362
+13
356
$243K 0.03%
1,125
+810
357
$242K 0.03%
+5,123
358
$240K 0.03%
4,100
-900
359
$238K 0.03%
4,749
-55
360
$237K 0.03%
2,542
+10
361
$235K 0.03%
2,925
-325
362
$235K 0.03%
+9,600
363
$234K 0.03%
6,094
-534
364
$231K 0.03%
5,335
365
$231K 0.03%
5,969
366
$229K 0.03%
8,373
+4,393
367
$228K 0.03%
9,884
+569
368
$228K 0.03%
2,160
+117
369
$225K 0.03%
8,225
+3,500
370
$225K 0.03%
11,561
+6,000
371
$224K 0.03%
11,733
372
$224K 0.03%
4,633
+18
373
$223K 0.03%
19,303
+19,300
374
$222K 0.03%
2,760
+1,968
375
$221K 0.03%
989
+44
13 14
15
16 17