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
701
$49K 0.01%
5,356
702
$48K 0.01%
3,276
+1,485
703
$48K 0.01%
1,368
704
$48K 0.01%
1,915
705
$48K 0.01%
1,094
706
$48K 0.01%
616
+4
707
$48K 0.01%
329
+1
708
$48K 0.01%
2,940
-1,561
709
$47K 0.01%
700
710
$47K 0.01%
620
711
$47K 0.01%
1,961
+1,090
712
$47K 0.01%
1,161
-774
713
$47K 0.01%
1,101
-4
714
$46K 0.01%
615
+300
715
$46K 0.01%
+4,000
716
$46K 0.01%
1,117
+83
717
$46K 0.01%
956
+531
718
$46K 0.01%
1,947
+250
719
$46K 0.01%
270
-93
720
$45K 0.01%
485
+221
721
$45K 0.01%
4,700
722
$45K 0.01%
812
+4
723
$45K 0.01%
2,640
-438
724
$44K 0.01%
413
+94
725
$44K 0.01%
990
27 28
29
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