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
426
$265K 0.02%
10,124
-61
427
$265K 0.02%
3,509
+46
428
$264K 0.02%
7,222
-187
429
$262K 0.02%
4,629
-164
430
$261K 0.02%
588
-7
431
$259K 0.02%
2,345
-9
432
$259K 0.02%
1,217
+354
433
$257K 0.02%
4,905
-2,772
434
$257K 0.02%
4,935
+86
435
$254K 0.02%
4,376
-474
436
$253K 0.02%
4,399
-228
437
$250K 0.02%
7,755
+1,668
438
$250K 0.02%
2,923
+27
439
$249K 0.02%
3,998
+14
440
$248K 0.02%
5,315
+500
441
$247K 0.02%
15,210
-9,744
442
$247K 0.02%
2,736
+39
443
$246K 0.02%
3,376
+279
444
$246K 0.02%
2,921
-8
445
$244K 0.02%
4,872
+29
446
$242K 0.02%
1,989
-280
447
$240K 0.02%
10,051
-75
448
$239K 0.02%
11,439
-495
449
$238K 0.02%
1,523
450
$236K 0.02%
4,210
+390
16 17
18
19 20