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
651
$62K 0.01%
758
652
$60K 0.01%
1,138
+1,061
653
$59K 0.01%
236
654
$58K 0.01%
+3,039
655
$58K 0.01%
500
656
$58K 0.01%
1,380
+200
657
$58K 0.01%
430
+72
658
$58K 0.01%
2,460
659
$58K 0.01%
317
+101
660
$57K 0.01%
265
-32
661
$57K 0.01%
2,075
+1,256
662
$57K 0.01%
730
+2
663
$57K 0.01%
788
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664
$57K 0.01%
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665
$56K 0.01%
1,120
666
$56K 0.01%
1,404
-26
667
$56K 0.01%
376
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668
$56K 0.01%
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669
$56K 0.01%
730
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670
$55K 0.01%
2,261
+1,120
671
$55K 0.01%
4,000
672
$55K 0.01%
845
-100
673
$55K 0.01%
1,135
674
$54K 0.01%
654
675
$54K 0.01%
1,200
25 26
27
28 29