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
826
$31K ﹤0.01%
1,250
827
$31K ﹤0.01%
319
828
$31K ﹤0.01%
495
829
$31K ﹤0.01%
4,204
-2,703
830
$30K ﹤0.01%
1,600
831
$30K ﹤0.01%
839
832
$30K ﹤0.01%
588
-476
833
$30K ﹤0.01%
+89
834
$30K ﹤0.01%
525
+91
835
$30K ﹤0.01%
760
836
$30K ﹤0.01%
500
-100
837
$30K ﹤0.01%
1,172
838
$29K ﹤0.01%
+1,800
839
$29K ﹤0.01%
603
+45
840
$29K ﹤0.01%
486
841
$29K ﹤0.01%
243
+201
842
$29K ﹤0.01%
2,209
843
$29K ﹤0.01%
1,702
-100
844
$28K ﹤0.01%
180
845
$28K ﹤0.01%
300
846
$28K ﹤0.01%
510
+4
847
$28K ﹤0.01%
2,090
+605
848
$28K ﹤0.01%
+1,400
849
$28K ﹤0.01%
550
850
$28K ﹤0.01%
1,295
32 33
34
35 36