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
826
$48K ﹤0.01%
928
-2
827
$47.3K ﹤0.01%
677
828
$47K ﹤0.01%
97
-32
829
$47K ﹤0.01%
1,097
+5
830
$46.9K ﹤0.01%
3,060
-45
831
$46.8K ﹤0.01%
300
832
$46.7K ﹤0.01%
642
-108
833
$46.4K ﹤0.01%
551
-58
834
$46.4K ﹤0.01%
417
-109
835
$46.3K ﹤0.01%
1,553
+300
836
$45.9K ﹤0.01%
852
-67
837
$45.2K ﹤0.01%
1,014
-8
838
$45.1K ﹤0.01%
553
+6
839
$45K ﹤0.01%
695
+35
840
$44.9K ﹤0.01%
422
841
$44.8K ﹤0.01%
109
+3
842
$44.7K ﹤0.01%
1,457
-19
843
$44.7K ﹤0.01%
151
-3
844
$44.6K ﹤0.01%
720
+10
845
$44.3K ﹤0.01%
3,534
-229
846
$44.3K ﹤0.01%
678
-2
847
$44.2K ﹤0.01%
2,100
+738
848
$43.8K ﹤0.01%
505
-2,128
849
$43.7K ﹤0.01%
2,186
+176
850
$43.6K ﹤0.01%
5,017
32 33
34
35 36