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
551
$142K 0.01%
1,502
+419
552
$142K 0.01%
4,934
+626
553
$142K 0.01%
4,582
-1,479
554
$141K 0.01%
3,884
+5
555
$140K 0.01%
1,682
+7
556
$140K 0.01%
6,730
557
$140K 0.01%
402
+327
558
$140K 0.01%
1,581
+33
559
$139K 0.01%
3,117
-194
560
$139K 0.01%
4,285
+2,685
561
$139K 0.01%
1,945
-1
562
$138K 0.01%
2,818
+1,366
563
$138K 0.01%
960
+40
564
$138K 0.01%
794
+43
565
$136K 0.01%
1,240
+5
566
$136K 0.01%
470
567
$135K 0.01%
3,401
-1,300
568
$135K 0.01%
+2,669
569
$134K 0.01%
4,775
570
$134K 0.01%
687
571
$132K 0.01%
2,609
-321
572
$131K 0.01%
464
+125
573
$131K 0.01%
2,410
574
$131K 0.01%
1,314
-71
575
$131K 0.01%
662
-18
21 22
23
24 25