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
601
$74K 0.01%
2,400
+900
602
$74K 0.01%
1,610
+176
603
$74K 0.01%
910
604
$73K 0.01%
+2,110
605
$73K 0.01%
1,158
-62
606
$73K 0.01%
+6,200
607
$73K 0.01%
+1,220
608
$72K 0.01%
3,255
609
$71K 0.01%
2,032
610
$71K 0.01%
1,108
+508
611
$71K 0.01%
2,500
612
$70K 0.01%
934
+91
613
$70K 0.01%
727
614
$70K 0.01%
698
-125
615
$70K 0.01%
1,000
616
$69K 0.01%
800
617
$69K 0.01%
1,424
+309
618
$69K 0.01%
2,224
619
$68K 0.01%
973
-47
620
$68K 0.01%
1,286
+201
621
$68K 0.01%
1,177
622
$67K 0.01%
1,271
+5
623
$67K 0.01%
2,904
-40
624
$67K 0.01%
820
625
$67K 0.01%
2,080
-100
23 24
25
26 27