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
51
$2.86M 0.39%
22,238
-508
52
$2.84M 0.39%
72,746
-6,018
53
$2.78M 0.38%
63,601
+2,173
54
$2.67M 0.37%
26,862
+255
55
$2.67M 0.37%
40,805
-369
56
$2.61M 0.36%
18,398
-623
57
$2.59M 0.36%
60,287
+794
58
$2.56M 0.35%
34,289
-13,483
59
$2.52M 0.35%
26,613
+508
60
$2.44M 0.34%
+91,566
61
$2.39M 0.33%
38,327
+881
62
$2.39M 0.33%
266,232
-10,520
63
$2.38M 0.33%
65,647
+62,897
64
$2.37M 0.33%
85,900
+2,266
65
$2.35M 0.33%
21,502
+94
66
$2.33M 0.32%
14,935
-9,296
67
$2.31M 0.32%
50,784
+5,288
68
$2.27M 0.31%
44,657
+86
69
$2.2M 0.3%
10,658
-210
70
$2.19M 0.3%
35,530
-2,400
71
$2.09M 0.29%
38,456
+3,304
72
$2.04M 0.28%
25,770
+5,264
73
$2.02M 0.28%
38,816
+260
74
$2M 0.28%
31,656
+661
75
$1.99M 0.28%
10,573
+619
1 2
3
4 5