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
701
$68K 0.01%
7,363
+163
702
$68K 0.01%
3,131
-262
703
$67K 0.01%
4,400
+315
704
$67K 0.01%
444
705
$67K 0.01%
1,500
706
$66K 0.01%
399
-62
707
$66K 0.01%
3,056
-6,849
708
$66K 0.01%
1,920
-1,840
709
$66K 0.01%
6,717
+2,700
710
$66K 0.01%
1,432
+1,108
711
$65K 0.01%
772
+95
712
$65K 0.01%
345
+210
713
$65K 0.01%
444
+20
714
$65K 0.01%
5,700
715
$65K 0.01%
659
716
$64K 0.01%
1,000
717
$64K 0.01%
717
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718
$64K 0.01%
1,167
+1,035
719
$64K 0.01%
637
-37
720
$64K 0.01%
1,678
-1,223
721
$64K 0.01%
939
+11
722
$63K 0.01%
999
723
$63K 0.01%
2,039
-9
724
$63K 0.01%
842
+572
725
$63K 0.01%
1,413
+300
27 28
29
30 31