AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$6.15M
2
+$5.35M
3
+$4.31M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.3M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$4.27M

Top Sells

1
+$3.11M
2
+$2.95M
3
+$2.86M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.54M
5
SBUX icon
Starbucks
SBUX
+$2.4M

Sector Composition

1 Healthcare 6.11%
2 Industrials 5.27%
3 Technology 4.89%
4 Financials 4.37%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$54K 0.01%
654
677
$54K 0.01%
1,200
678
$54K 0.01%
740
-44
679
$54K 0.01%
857
-21,587
680
$54K 0.01%
1,584
681
$53K 0.01%
+850
682
$53K 0.01%
336
+245
683
$53K 0.01%
+2,620
684
$53K 0.01%
1,356
685
$52K 0.01%
1,317
+224
686
$52K 0.01%
+4,000
687
$52K 0.01%
1,728
688
$52K 0.01%
2,000
689
$52K 0.01%
1,405
+2
690
$52K 0.01%
1,785
-100
691
$51K 0.01%
746
-36
692
$51K 0.01%
718
693
$50K 0.01%
+1,580
694
$50K 0.01%
830
695
$50K 0.01%
1,440
696
$50K 0.01%
+2,000
697
$50K 0.01%
1,555
698
$50K 0.01%
1,460
+296
699
$49K 0.01%
1,302
-198
700
$49K 0.01%
2,225
+500
26 27
28
29 30