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
701
$76.4K 0.01%
975
-266
702
$76.2K 0.01%
2,020
703
$76.2K 0.01%
2,186
-8
704
$76.1K 0.01%
486
+18
705
$75.9K 0.01%
870
-34
706
$75.8K 0.01%
1,400
+16
707
$74.9K 0.01%
2,140
+855
708
$74.8K 0.01%
297
+294
709
$74.8K 0.01%
2,135
+711
710
$74.3K 0.01%
1,246
711
$74.2K 0.01%
906
+14
712
$74K 0.01%
979
-285
713
$73.9K 0.01%
1,550
-105
714
$73.7K 0.01%
1,101
+1
715
$73.6K 0.01%
1,166
-205
716
$73.5K 0.01%
1,354
-47
717
$73.2K 0.01%
5,745
718
$72.9K 0.01%
4,712
-2
719
$72.8K 0.01%
1,438
-1,004
720
$72.1K 0.01%
2,205
-510
721
$71.8K 0.01%
2,811
+6
722
$71.8K 0.01%
1,998
+58
723
$71.6K 0.01%
+1,419
724
$71.6K 0.01%
1,275
+750
725
$71.5K 0.01%
875
-79
27 28
29
30 31