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
576
$83K 0.01%
1,400
+90
577
$83K 0.01%
8,039
+650
578
$83K 0.01%
+2,935
579
$82K 0.01%
4,212
580
$82K 0.01%
5,461
581
$82K 0.01%
825
582
$82K 0.01%
2,458
+460
583
$81K 0.01%
1,200
-600
584
$80K 0.01%
1,711
585
$80K 0.01%
6,310
586
$79K 0.01%
749
-87
587
$79K 0.01%
1,309
588
$79K 0.01%
1,553
+85
589
$79K 0.01%
+7,300
590
$79K 0.01%
460
591
$78K 0.01%
914
+150
592
$78K 0.01%
654
593
$77K 0.01%
2,746
-219
594
$77K 0.01%
1,676
+376
595
$76K 0.01%
1,170
596
$76K 0.01%
1,482
597
$75K 0.01%
1,345
+84
598
$75K 0.01%
1,500
599
$75K 0.01%
1,372
600
$75K 0.01%
2,970
22 23
24
25 26