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
$1.17B
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,545
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$4.1M
3
+$2.53M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.45M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.41M

Top Sells

1
+$3.78M
2
+$3.41M
3
+$2.3M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.9M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$1.3M

Sector Composition

1 Technology 8.46%
2 Healthcare 4.66%
3 Industrials 4.04%
4 Financials 3.48%
5 Consumer Staples 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$52K ﹤0.01%
1,916
+1,474
802
$52K ﹤0.01%
480
-200
803
$51.7K ﹤0.01%
+1,426
804
$51.5K ﹤0.01%
5,578
+417
805
$50.9K ﹤0.01%
1,400
806
$50.9K ﹤0.01%
1,415
+37
807
$50.9K ﹤0.01%
233
-2
808
$50.9K ﹤0.01%
154
-47
809
$50.6K ﹤0.01%
445
810
$50.5K ﹤0.01%
3,764
+44
811
$50.3K ﹤0.01%
1,188
+3
812
$50.3K ﹤0.01%
498
-15
813
$50.1K ﹤0.01%
4,446
-400
814
$50K ﹤0.01%
2,028
+6
815
$50K ﹤0.01%
1,000
816
$49.9K ﹤0.01%
1,033
+132
817
$49.8K ﹤0.01%
562
+207
818
$49.1K ﹤0.01%
523
-34
819
$48.9K ﹤0.01%
1,378
-75
820
$48.7K ﹤0.01%
596
+333
821
$48.4K ﹤0.01%
3,474
822
$48.4K ﹤0.01%
507
+145
823
$48.3K ﹤0.01%
332
+8
824
$48.3K ﹤0.01%
760
825
$48.1K ﹤0.01%
395
-95
31 32
33
34 35