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
726
$44K 0.01%
1,320
-210
727
$44K 0.01%
776
-4,360
728
$44K 0.01%
538
729
$44K 0.01%
1,441
+95
730
$44K 0.01%
1,003
-31
731
$44K 0.01%
11,910
732
$43K 0.01%
625
-625
733
$43K 0.01%
230
734
$43K 0.01%
+4,600
735
$43K 0.01%
1,676
-162
736
$42K 0.01%
382
-564
737
$42K 0.01%
817
738
$42K 0.01%
3,200
739
$42K 0.01%
13,054
740
$42K 0.01%
203
-50
741
$42K 0.01%
1,655
+395
742
$41K 0.01%
689
+5
743
$41K 0.01%
373
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744
$41K 0.01%
2,270
745
$41K 0.01%
+1,900
746
$41K 0.01%
1,180
+1,000
747
$41K 0.01%
489
-42
748
$41K 0.01%
1,970
+1,000
749
$40K 0.01%
480
+180
750
$40K 0.01%
347
28 29
30
31 32