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
476
$128K 0.02%
4,063
+615
477
$128K 0.02%
2,273
478
$128K 0.02%
9,269
+800
479
$127K 0.02%
1,817
+655
480
$125K 0.02%
2,939
481
$124K 0.02%
2,497
+275
482
$124K 0.02%
1,421
+27
483
$124K 0.02%
840
+95
484
$123K 0.02%
4,663
485
$123K 0.02%
+6,943
486
$123K 0.02%
2,003
-341
487
$121K 0.02%
1,636
488
$120K 0.02%
1,440
-1,022
489
$118K 0.02%
2,476
+3
490
$118K 0.02%
3,749
+120
491
$118K 0.02%
4,067
492
$117K 0.02%
1,368
+601
493
$117K 0.02%
4,148
+79
494
$117K 0.02%
+6,300
495
$117K 0.02%
1,495
+130
496
$117K 0.02%
3,900
497
$116K 0.02%
485
-69
498
$115K 0.02%
1,075
499
$114K 0.02%
2,522
500
$114K 0.02%
875
18 19
20
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