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
376
$343K 0.03%
4,535
+257
377
$339K 0.03%
8,949
+1,275
378
$338K 0.03%
6,990
+3,011
379
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36,987
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380
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11,406
+387
381
$327K 0.03%
992
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382
$326K 0.03%
7,410
-1,390
383
$325K 0.03%
3,550
-24
384
$324K 0.03%
1,111
-1
385
$323K 0.03%
8,168
-4,339
386
$323K 0.03%
4,207
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387
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1,549
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388
$315K 0.03%
5,824
-164
389
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7,862
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390
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20,647
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391
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392
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393
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4,205
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671
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395
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222
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396
$305K 0.03%
9,836
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397
$302K 0.03%
3,286
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398
$302K 0.03%
9,200
-1,700
399
$297K 0.03%
+6,817
400
$294K 0.03%
3,810
-125
14 15
16
17 18