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
626
$111K 0.01%
2,010
+70
627
$110K 0.01%
688
-17
628
$110K 0.01%
1,468
-173
629
$110K 0.01%
807
+2
630
$110K 0.01%
1,754
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631
$109K 0.01%
654
-1
632
$109K 0.01%
3,180
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633
$109K 0.01%
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634
$108K 0.01%
3,435
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635
$108K 0.01%
895
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636
$107K 0.01%
+7,480
637
$106K 0.01%
804
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638
$106K 0.01%
1,271
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639
$106K 0.01%
1,716
640
$105K 0.01%
4,092
-623
641
$105K 0.01%
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642
$105K 0.01%
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643
$104K 0.01%
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644
$104K 0.01%
3,422
-118
645
$103K 0.01%
2,647
-132
646
$103K 0.01%
10,880
+3,400
647
$102K 0.01%
304
-1
648
$102K 0.01%
350
-101
649
$102K 0.01%
554
-39
650
$102K 0.01%
1,220
+229
24 25
26
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