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
451
$233K 0.02%
1,639
-187
452
$231K 0.02%
8,454
453
$230K 0.02%
6,564
-234
454
$230K 0.02%
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-20
455
$228K 0.02%
5,466
+5,374
456
$227K 0.02%
7,609
+6,409
457
$226K 0.02%
4,258
+31
458
$225K 0.02%
990
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459
$223K 0.02%
876
460
$222K 0.02%
10,626
-1,795
461
$221K 0.02%
6,540
462
$216K 0.02%
3,022
-16
463
$214K 0.02%
8,054
+1,000
464
$211K 0.02%
656
-63
465
$211K 0.02%
8,308
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466
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8,950
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467
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3,494
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468
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469
$204K 0.02%
9,679
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470
$203K 0.02%
722
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471
$201K 0.02%
10,488
-4
472
$200K 0.02%
11,556
+7,300
473
$200K 0.02%
3,496
-339
474
$199K 0.02%
5,364
+9
475
$199K 0.02%
3,203
+368
17 18
19
20 21