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
376
$220K 0.03%
1,349
377
$219K 0.03%
11,626
378
$219K 0.03%
1,961
379
$217K 0.03%
2,414
380
$217K 0.03%
8,990
+7,990
381
$216K 0.03%
1,449
+82
382
$213K 0.03%
2,287
+763
383
$213K 0.03%
6,915
+2,436
384
$212K 0.03%
3,676
+500
385
$211K 0.03%
3,876
+1,436
386
$211K 0.03%
2,695
+383
387
$211K 0.03%
+5,210
388
$208K 0.03%
1,564
+31
389
$207K 0.03%
435
-592
390
$202K 0.03%
8,422
-3,391
391
$201K 0.03%
645
+7
392
$200K 0.03%
5,515
+923
393
$198K 0.03%
5,773
+1
394
$197K 0.03%
9,450
+2,008
395
$196K 0.03%
2,534
-14,971
396
$193K 0.03%
3,141
+501
397
$192K 0.03%
1,582
398
$191K 0.03%
1,694
+407
399
$191K 0.03%
1,101
400
$190K 0.03%
5,955
+1,467
14 15
16
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