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
676
$54K 0.01%
740
-44
677
$54K 0.01%
857
-21,587
678
$54K 0.01%
928
679
$54K 0.01%
1,797
680
$54K 0.01%
1,584
681
$53K 0.01%
+2,620
682
$53K 0.01%
1,356
683
$53K 0.01%
+850
684
$53K 0.01%
336
+245
685
$52K 0.01%
1,317
+224
686
$52K 0.01%
1,405
+2
687
$52K 0.01%
+4,000
688
$52K 0.01%
1,728
689
$52K 0.01%
2,000
690
$52K 0.01%
1,785
-100
691
$51K 0.01%
746
-36
692
$51K 0.01%
718
693
$50K 0.01%
+2,000
694
$50K 0.01%
1,555
695
$50K 0.01%
1,460
+296
696
$50K 0.01%
+1,580
697
$50K 0.01%
830
698
$50K 0.01%
1,440
699
$49K 0.01%
1,302
-198
700
$49K 0.01%
2,225
+500
26 27
28
29 30