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
776
$37K 0.01%
263
+200
777
$36K 0.01%
362
+25
778
$36K 0.01%
308
+100
779
$36K 0.01%
836
780
$36K 0.01%
631
781
$36K 0.01%
1,199
+1,100
782
$36K 0.01%
1,422
783
$36K 0.01%
362
784
$36K 0.01%
220
785
$36K 0.01%
1,500
+500
786
$36K 0.01%
645
-65
787
$36K 0.01%
319
-5,358
788
$36K 0.01%
975
789
$36K 0.01%
523
790
$36K 0.01%
909
-60
791
$35K ﹤0.01%
1,899
792
$35K ﹤0.01%
+1,000
793
$35K ﹤0.01%
480
794
$35K ﹤0.01%
2,275
+1,000
795
$35K ﹤0.01%
409
+70
796
$35K ﹤0.01%
1,009
+289
797
$35K ﹤0.01%
1,556
798
$35K ﹤0.01%
1,544
-919
799
$34K ﹤0.01%
539
800
$34K ﹤0.01%
+1,596
30 31
32
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