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
526
$161K 0.01%
654
+61
527
$160K 0.01%
2,066
-113
528
$159K 0.01%
1,241
-125
529
$158K 0.01%
4,400
530
$157K 0.01%
713
+41
531
$154K 0.01%
1,297
-270
532
$154K 0.01%
1,291
+169
533
$152K 0.01%
1,000
+226
534
$150K 0.01%
528
-5
535
$149K 0.01%
+3,934
536
$148K 0.01%
335
+110
537
$148K 0.01%
4,716
+11
538
$147K 0.01%
1,708
-22
539
$146K 0.01%
645
+33
540
$146K 0.01%
7,241
541
$145K 0.01%
3,120
-69
542
$145K 0.01%
581
-24
543
$145K 0.01%
6,550
544
$145K 0.01%
1,388
-197
545
$145K 0.01%
313
+235
546
$144K 0.01%
1,290
+14
547
$144K 0.01%
7,601
+61
548
$144K 0.01%
793
549
$143K 0.01%
2,121
+105
550
$142K 0.01%
1,105
+355
20 21
22
23 24