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
$1.08B
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,045
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$15.2M
3
+$4.98M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.49M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.43M

Top Sells

1
+$4.12M
2
+$3.3M
3
+$3.23M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.12M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.79M

Sector Composition

1 Technology 6.29%
2 Healthcare 5.56%
3 Industrials 4.2%
4 Financials 3.38%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$75K 0.01%
929
+194
677
$73K 0.01%
1,660
678
$72K 0.01%
6,100
+1,850
679
$72K 0.01%
5,334
-1,365
680
$72K 0.01%
7,300
681
$72K 0.01%
1,000
682
$71K 0.01%
10,148
-1,358
683
$71K 0.01%
6,072
+3,256
684
$71K 0.01%
1,290
+80
685
$71K 0.01%
2,292
-1,000
686
$71K 0.01%
1,095
+362
687
$70K 0.01%
4,512
+1,600
688
$70K 0.01%
3,035
-3,033
689
$70K 0.01%
4,200
690
$70K 0.01%
4,123
-642
691
$70K 0.01%
777
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692
$70K 0.01%
2,540
-1,775
693
$69K 0.01%
2,920
694
$69K 0.01%
2,745
-940
695
$69K 0.01%
855
+87
696
$69K 0.01%
6,800
697
$69K 0.01%
8,600
-2,750
698
$68K 0.01%
1,147
+145
699
$68K 0.01%
820
+655
700
$68K 0.01%
3,580
+1,580
26 27
28
29 30