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
876
$25K ﹤0.01%
370
+200
877
$25K ﹤0.01%
404
878
$25K ﹤0.01%
249
+74
879
$25K ﹤0.01%
1,514
-399
880
$25K ﹤0.01%
900
881
$25K ﹤0.01%
540
882
$25K ﹤0.01%
473
883
$25K ﹤0.01%
600
884
$25K ﹤0.01%
409
+292
885
$25K ﹤0.01%
200
886
$25K ﹤0.01%
170
-300
887
$25K ﹤0.01%
8,200
+8,000
888
$24K ﹤0.01%
+1,499
889
$24K ﹤0.01%
780
890
$24K ﹤0.01%
284
+214
891
$24K ﹤0.01%
142
-856
892
$24K ﹤0.01%
1,125
+300
893
$23K ﹤0.01%
700
894
$23K ﹤0.01%
+2,516
895
$23K ﹤0.01%
137
896
$23K ﹤0.01%
195
-26
897
$23K ﹤0.01%
2,345
-1,275
898
$23K ﹤0.01%
1,520
899
$23K ﹤0.01%
184
900
$23K ﹤0.01%
1,056
+267
34 35
36
37 38