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
501
$182K 0.02%
1,329
-70
502
$179K 0.02%
3,998
503
$178K 0.02%
1,802
-249
504
$178K 0.02%
3,091
+2,145
505
$177K 0.02%
9,084
-424
506
$176K 0.02%
8,543
+1,000
507
$175K 0.02%
244
-12
508
$174K 0.01%
704
-46
509
$174K 0.01%
+7,818
510
$174K 0.01%
6,480
+3,692
511
$171K 0.01%
7,839
+7,820
512
$171K 0.01%
8,401
-5,124
513
$169K 0.01%
885
+3
514
$169K 0.01%
459
-232
515
$169K 0.01%
1,787
-46
516
$167K 0.01%
2,230
517
$167K 0.01%
910
-28
518
$165K 0.01%
1,439
-26
519
$165K 0.01%
2,511
520
$165K 0.01%
2,364
-36
521
$165K 0.01%
1,647
+170
522
$165K 0.01%
2,323
+159
523
$164K 0.01%
1,333
524
$163K 0.01%
2,258
-35
525
$161K 0.01%
657
+9
19 20
21
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