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
801
$34K ﹤0.01%
795
802
$34K ﹤0.01%
313
803
$34K ﹤0.01%
1,635
-80
804
$34K ﹤0.01%
1,400
-500
805
$34K ﹤0.01%
2,340
+500
806
$34K ﹤0.01%
381
807
$33K ﹤0.01%
611
-235
808
$33K ﹤0.01%
749
-16
809
$33K ﹤0.01%
530
810
$33K ﹤0.01%
1,087
+454
811
$33K ﹤0.01%
1,500
812
$32K ﹤0.01%
272
-1,950
813
$32K ﹤0.01%
690
814
$32K ﹤0.01%
1,861
815
$32K ﹤0.01%
234
816
$32K ﹤0.01%
185
817
$32K ﹤0.01%
860
818
$32K ﹤0.01%
581
819
$32K ﹤0.01%
380
820
$31K ﹤0.01%
368
821
$31K ﹤0.01%
800
822
$31K ﹤0.01%
1,222
823
$31K ﹤0.01%
657
824
$31K ﹤0.01%
177
825
$31K ﹤0.01%
1,688
31 32
33
34 35