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
576
$131K 0.01%
1,258
-1,345
577
$129K 0.01%
4,279
578
$129K 0.01%
5,078
+1,987
579
$128K 0.01%
1,515
-317
580
$128K 0.01%
2,046
-419
581
$127K 0.01%
1,096
-757
582
$127K 0.01%
2,934
-249
583
$126K 0.01%
1,938
+23
584
$126K 0.01%
5,541
+621
585
$125K 0.01%
366
+231
586
$125K 0.01%
891
-45
587
$125K 0.01%
2,030
588
$125K 0.01%
1,307
-93
589
$125K 0.01%
3,000
+800
590
$124K 0.01%
4,070
591
$124K 0.01%
3,506
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592
$123K 0.01%
3,920
+1,030
593
$123K 0.01%
5,277
+170
594
$122K 0.01%
4,134
+26
595
$121K 0.01%
1,402
-1
596
$121K 0.01%
1,239
-300
597
$120K 0.01%
645
-13
598
$120K 0.01%
836
+783
599
$120K 0.01%
3,930
+705
600
$120K 0.01%
2,538
+34
22 23
24
25 26