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
851
$28K ﹤0.01%
1,000
852
$28K ﹤0.01%
550
853
$28K ﹤0.01%
4,500
854
$28K ﹤0.01%
707
-707
855
$28K ﹤0.01%
9,984
856
$27K ﹤0.01%
550
-1,600
857
$27K ﹤0.01%
+1,000
858
$27K ﹤0.01%
881
+9
859
$27K ﹤0.01%
2,116
+116
860
$27K ﹤0.01%
899
+399
861
$27K ﹤0.01%
+822
862
$27K ﹤0.01%
570
863
$27K ﹤0.01%
+1,243
864
$27K ﹤0.01%
1,894
-8,933
865
$27K ﹤0.01%
498
+28
866
$27K ﹤0.01%
+696
867
$27K ﹤0.01%
12,220
868
$27K ﹤0.01%
1,200
869
$26K ﹤0.01%
337
+1
870
$26K ﹤0.01%
407
871
$26K ﹤0.01%
12,600
+10,000
872
$26K ﹤0.01%
3,400
+2,400
873
$26K ﹤0.01%
500
-677
874
$26K ﹤0.01%
+3,250
875
$26K ﹤0.01%
575
33 34
35
36 37