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
651
$101K 0.01%
616
+2
652
$100K 0.01%
1,321
+21
653
$100K 0.01%
4,623
-158
654
$99.9K 0.01%
2,241
+8
655
$99.2K 0.01%
2,317
+11
656
$98.7K 0.01%
374
-18
657
$98.5K 0.01%
1,203
+5
658
$98K 0.01%
1,182
-15,738
659
$96.7K 0.01%
1,000
660
$96.7K 0.01%
2,800
661
$96.2K 0.01%
2,700
-1,500
662
$95.8K 0.01%
498
+6
663
$95.8K 0.01%
4,466
+22
664
$94.9K 0.01%
429
665
$93.1K 0.01%
474
-130
666
$92.4K 0.01%
1,321
-154
667
$91.2K 0.01%
5,951
+96
668
$90.9K 0.01%
871
-199
669
$90.3K 0.01%
1,000
670
$90.2K 0.01%
4,077
-34
671
$89.7K 0.01%
2,517
+95
672
$89.4K 0.01%
2,418
-83
673
$88.4K 0.01%
987
-170
674
$87.6K 0.01%
2,000
675
$87K 0.01%
2,100
25 26
27
28 29