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
451
$149K 0.02%
2,864
-25,712
452
$148K 0.02%
+4,087
453
$147K 0.02%
3,220
+320
454
$147K 0.02%
4,577
+116
455
$147K 0.02%
8,398
+240
456
$147K 0.02%
3,065
+790
457
$145K 0.02%
1,782
458
$145K 0.02%
2,778
-705
459
$143K 0.02%
1,174
+3
460
$143K 0.02%
5,874
-650
461
$143K 0.02%
6,301
462
$143K 0.02%
2,985
-646
463
$142K 0.02%
4,157
+1,328
464
$142K 0.02%
9,427
+2,909
465
$141K 0.02%
2,092
466
$139K 0.02%
793
+100
467
$138K 0.02%
+14,713
468
$137K 0.02%
62
469
$133K 0.02%
3,060
+250
470
$131K 0.02%
3,701
+3,143
471
$131K 0.02%
992
472
$130K 0.02%
9,172
-1,015
473
$130K 0.02%
6,582
-450
474
$129K 0.02%
2,625
-1,240
475
$129K 0.02%
1,500
-500
17 18
19
20 21