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
426
$165K 0.02%
3,185
-13
427
$164K 0.02%
7,102
-25,876
428
$164K 0.02%
5,002
-1,328
429
$163K 0.02%
1,079
-14
430
$161K 0.02%
2,938
+2,460
431
$161K 0.02%
1,590
+903
432
$160K 0.02%
13,840
-5,322
433
$160K 0.02%
5,134
-132
434
$159K 0.02%
1,950
-345
435
$159K 0.02%
123
436
$157K 0.02%
715
-135
437
$157K 0.02%
+2,357
438
$157K 0.02%
10,214
439
$157K 0.02%
3,116
+1
440
$157K 0.02%
2,403
+934
441
$156K 0.02%
6,538
+2,478
442
$155K 0.02%
1,830
-520
443
$154K 0.02%
2,048
444
$154K 0.02%
9,107
+1,000
445
$153K 0.02%
3,464
+1,669
446
$153K 0.02%
8,185
-1,500
447
$152K 0.02%
1,428
+186
448
$152K 0.02%
1,793
-33,473
449
$151K 0.02%
+11,400
450
$151K 0.02%
17,688
-121
16 17
18
19 20