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
676
$85.9K 0.01%
1,524
-403
677
$85.2K 0.01%
351
678
$84.7K 0.01%
5,110
+2,010
679
$84.6K 0.01%
379
+258
680
$84.4K 0.01%
1,560
681
$84K 0.01%
4,181
-1,161
682
$83.9K 0.01%
757
-1,109
683
$83.4K 0.01%
908
-442
684
$82.9K 0.01%
1,331
-170
685
$82.2K 0.01%
52,714
+25,674
686
$81.6K 0.01%
2,000
687
$81.5K 0.01%
1,843
-4,064
688
$80.4K 0.01%
1,527
689
$80.1K 0.01%
2,126
+1,030
690
$79.8K 0.01%
3,031
+2,798
691
$79.5K 0.01%
2,344
692
$79.1K 0.01%
4,020
+1,000
693
$78.7K 0.01%
426
694
$78.6K 0.01%
25,179
+6,685
695
$78.1K 0.01%
548
+400
696
$77.6K 0.01%
766
697
$77.5K 0.01%
+1,000
698
$77.2K 0.01%
650
-10
699
$76.7K 0.01%
1,570
+59
700
$76.4K 0.01%
+2,645
26 27
28
29 30