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
401
$190K 0.03%
3,055
-253
402
$187K 0.03%
+7,044
403
$185K 0.03%
1,718
-1,388
404
$185K 0.03%
8,748
+882
405
$184K 0.03%
2,375
406
$184K 0.03%
2,064
407
$181K 0.03%
1,137
+249
408
$181K 0.03%
2,194
-24
409
$177K 0.02%
4,793
-561
410
$177K 0.02%
1,689
+1,229
411
$177K 0.02%
9,750
+3,625
412
$176K 0.02%
4,067
+328
413
$175K 0.02%
13,650
+13,400
414
$174K 0.02%
2,583
+2,000
415
$173K 0.02%
+8,100
416
$173K 0.02%
+1,770
417
$173K 0.02%
3,304
-175
418
$170K 0.02%
3,830
419
$170K 0.02%
6,550
+5,550
420
$168K 0.02%
3,114
+1,700
421
$168K 0.02%
2,580
+1,697
422
$168K 0.02%
2,224
423
$167K 0.02%
756
+65
424
$166K 0.02%
+3,223
425
$165K 0.02%
5,362
+4,422
15 16
17
18 19