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
601
$120K 0.01%
372
-11
602
$119K 0.01%
3,582
603
$119K 0.01%
406
-74
604
$119K 0.01%
608
-12
605
$118K 0.01%
1,559
606
$117K 0.01%
2,008
+61
607
$117K 0.01%
+5,483
608
$117K 0.01%
1,227
+60
609
$116K 0.01%
1,808
610
$116K 0.01%
2,807
+955
611
$116K 0.01%
4,620
+43
612
$115K 0.01%
1,910
+404
613
$115K 0.01%
10,653
-461
614
$115K 0.01%
2,690
-206
615
$114K 0.01%
+5,728
616
$113K 0.01%
3,165
-22
617
$113K 0.01%
990
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618
$113K 0.01%
1,134
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619
$112K 0.01%
617
-92
620
$112K 0.01%
3,447
+180
621
$112K 0.01%
+5,211
622
$112K 0.01%
3,679
-285
623
$111K 0.01%
3,067
624
$111K 0.01%
+5,050
625
$111K 0.01%
1,182
+13
23 24
25
26 27