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
626
$67K 0.01%
2,625
627
$66K 0.01%
+3,000
628
$66K 0.01%
1,200
629
$65K 0.01%
607
630
$65K 0.01%
1,258
+158
631
$65K 0.01%
383
632
$65K 0.01%
2,535
+1,760
633
$64K 0.01%
+5,200
634
$64K 0.01%
2,059
+1,650
635
$64K 0.01%
2,747
636
$64K 0.01%
2,590
+1,990
637
$64K 0.01%
1,275
638
$64K 0.01%
1,415
639
$63K 0.01%
690
+136
640
$63K 0.01%
1,170
+1,164
641
$63K 0.01%
290
642
$63K 0.01%
2,214
+1,499
643
$63K 0.01%
+5,000
644
$63K 0.01%
1,265
-209
645
$63K 0.01%
1,640
646
$62K 0.01%
1,042
+44
647
$62K 0.01%
2,394
-5,543
648
$62K 0.01%
1,612
-1,096
649
$62K 0.01%
769
-35
650
$62K 0.01%
402
24 25
26
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