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
$1.08B
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,045
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$15.2M
3
+$4.98M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.49M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.43M

Top Sells

1
+$4.12M
2
+$3.3M
3
+$3.23M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.12M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.79M

Sector Composition

1 Technology 6.29%
2 Healthcare 5.56%
3 Industrials 4.2%
4 Financials 3.38%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$189K 0.02%
3,957
+370
477
$189K 0.02%
3,712
+3,613
478
$186K 0.02%
7,725
+53
479
$185K 0.02%
3,534
+48
480
$184K 0.02%
2,303
+124
481
$181K 0.02%
4,466
-975
482
$178K 0.02%
15,778
-874
483
$177K 0.02%
16,787
+1,110
484
$176K 0.02%
9,429
+2,203
485
$175K 0.02%
3,490
-1,848
486
$175K 0.02%
1,913
+12
487
$175K 0.02%
13,550
488
$171K 0.02%
5,883
-129
489
$171K 0.02%
7,690
+40
490
$171K 0.02%
5,873
-1,085
491
$170K 0.02%
8,270
-78
492
$169K 0.02%
9,385
-3,310
493
$169K 0.02%
7,172
+1,628
494
$168K 0.02%
1,521
-1,231
495
$168K 0.02%
2,562
-3
496
$167K 0.02%
7,974
+1,070
497
$167K 0.02%
1,281
-20
498
$165K 0.02%
8,292
-244
499
$164K 0.02%
3,130
+68
500
$164K 0.02%
3,007
-1,108
18 19
20
21 22