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
351
$391K 0.03%
14,193
+50
352
$390K 0.03%
9,824
+17
353
$388K 0.03%
8,432
+34
354
$384K 0.03%
28,909
+197
355
$380K 0.03%
3,077
-21
356
$379K 0.03%
7,347
+72
357
$377K 0.03%
15,147
358
$376K 0.03%
9,920
+1,150
359
$375K 0.03%
1,810
-479
360
$373K 0.03%
15,157
361
$371K 0.03%
11,741
+2,223
362
$367K 0.03%
7,811
-207
363
$365K 0.03%
4,495
+2,599
364
$362K 0.03%
15,303
-408
365
$362K 0.03%
5,630
-220
366
$362K 0.03%
1,714
-41
367
$361K 0.03%
5,412
-299
368
$357K 0.03%
2,872
-216
369
$354K 0.03%
1,611
+25
370
$353K 0.03%
4,833
+611
371
$352K 0.03%
10,354
372
$351K 0.03%
1,867
-67
373
$351K 0.03%
1,434
+111
374
$351K 0.03%
2,687
-202
375
$349K 0.03%
2,011
+200
13 14
15
16 17