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
851
$43.5K ﹤0.01%
796
-321
852
$43.5K ﹤0.01%
1,100
853
$43.4K ﹤0.01%
+1,370
854
$43.4K ﹤0.01%
1,532
+2
855
$43.2K ﹤0.01%
519
856
$43.2K ﹤0.01%
265
+116
857
$43.1K ﹤0.01%
930
-276
858
$43.1K ﹤0.01%
1,650
+1,450
859
$43.1K ﹤0.01%
1,611
+8
860
$43.1K ﹤0.01%
90
861
$42.9K ﹤0.01%
1,200
862
$42.8K ﹤0.01%
269
-1
863
$42.6K ﹤0.01%
2,450
-3
864
$42.6K ﹤0.01%
2,970
865
$42.5K ﹤0.01%
142
-27
866
$42.4K ﹤0.01%
1,551
+1,000
867
$42.2K ﹤0.01%
844
-6
868
$41.9K ﹤0.01%
319
-1
869
$41.9K ﹤0.01%
1,003
870
$41.7K ﹤0.01%
2,818
+51
871
$41.4K ﹤0.01%
1,439
+526
872
$41.4K ﹤0.01%
376
-22
873
$41K ﹤0.01%
+1,600
874
$41K ﹤0.01%
1,883
875
$40.6K ﹤0.01%
890
-486
33 34
35
36 37