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
751
$40K 0.01%
460
752
$40K 0.01%
360
-220
753
$40K 0.01%
374
+13
754
$39K 0.01%
+1,000
755
$39K 0.01%
1,315
756
$39K 0.01%
740
757
$39K 0.01%
302
758
$39K 0.01%
2,427
+2,200
759
$39K 0.01%
2,380
+491
760
$39K 0.01%
15
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761
$38K 0.01%
138
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762
$38K 0.01%
235
763
$38K 0.01%
805
764
$38K 0.01%
272
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765
$38K 0.01%
415
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766
$38K 0.01%
1,500
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767
$38K 0.01%
2,333
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768
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769
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770
$38K 0.01%
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771
$37K 0.01%
1,452
772
$37K 0.01%
395
773
$37K 0.01%
223
774
$37K 0.01%
620
775
$37K 0.01%
3,437
29 30
31
32 33