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
476
$198K 0.02%
2,210
-5
477
$195K 0.02%
3,516
+1,313
478
$195K 0.02%
3,809
+3,635
479
$194K 0.02%
2,920
-285
480
$194K 0.02%
640
-26
481
$194K 0.02%
7,862
+28
482
$193K 0.02%
401
-41
483
$192K 0.02%
926
-87
484
$192K 0.02%
341
-10
485
$190K 0.02%
1,138
-29
486
$189K 0.02%
+6,476
487
$189K 0.02%
10,179
-285
488
$189K 0.02%
980
-46
489
$188K 0.02%
928
-188
490
$186K 0.02%
428
-45
491
$185K 0.02%
8,757
492
$185K 0.02%
2,912
+1,001
493
$185K 0.02%
2,010
494
$185K 0.02%
1,672
-42
495
$184K 0.02%
4,449
+5
496
$184K 0.02%
+4,050
497
$184K 0.02%
1,045
-31
498
$183K 0.02%
1,064
-102
499
$183K 0.02%
1,243
-65
500
$182K 0.02%
3,459
-1,302
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