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
401
$293K 0.03%
3,873
-19
402
$292K 0.03%
8,216
+710
403
$291K 0.02%
1,494
-49
404
$289K 0.02%
3,570
-6
405
$287K 0.02%
2,344
-114
406
$287K 0.02%
25,275
+241
407
$287K 0.02%
4,573
+3,303
408
$284K 0.02%
16,505
+406
409
$284K 0.02%
1,694
+438
410
$282K 0.02%
6,600
-250
411
$281K 0.02%
15,620
412
$279K 0.02%
28,375
413
$279K 0.02%
1,835
+1,101
414
$279K 0.02%
15,642
+16
415
$277K 0.02%
10,537
+941
416
$277K 0.02%
6,689
-437
417
$277K 0.02%
10,508
+90
418
$276K 0.02%
1,347
+157
419
$274K 0.02%
2,350
-174
420
$272K 0.02%
5,541
-344
421
$271K 0.02%
11,957
-763
422
$271K 0.02%
4,190
+120
423
$270K 0.02%
14,700
424
$268K 0.02%
4,636
-2,087
425
$266K 0.02%
1,477
-26
15 16
17
18 19