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
551
$91K 0.01%
+438
552
$91K 0.01%
2,000
553
$91K 0.01%
2,860
554
$91K 0.01%
1,560
+212
555
$91K 0.01%
1,521
+171
556
$90K 0.01%
2,085
+200
557
$90K 0.01%
14,000
-250
558
$90K 0.01%
2,411
559
$90K 0.01%
+1,965
560
$90K 0.01%
1,735
+1,450
561
$90K 0.01%
600
562
$89K 0.01%
1,400
563
$89K 0.01%
1,427
564
$89K 0.01%
+793
565
$88K 0.01%
8,758
-14,750
566
$88K 0.01%
1,256
-134
567
$87K 0.01%
574
-432
568
$86K 0.01%
1,282
569
$86K 0.01%
+5,522
570
$86K 0.01%
1,375
+127
571
$85K 0.01%
1,796
572
$85K 0.01%
2,122
573
$84K 0.01%
241
574
$83K 0.01%
1,675
575
$83K 0.01%
685
21 22
23
24 25