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
$1.08B
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,045
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$15.2M
3
+$4.98M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.49M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.43M

Top Sells

1
+$4.12M
2
+$3.3M
3
+$3.23M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.12M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.79M

Sector Composition

1 Technology 6.29%
2 Healthcare 5.56%
3 Industrials 4.2%
4 Financials 3.38%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$38K ﹤0.01%
400
-8
877
$38K ﹤0.01%
651
+625
878
$38K ﹤0.01%
1,288
+169
879
$38K ﹤0.01%
433
880
$38K ﹤0.01%
685
881
$38K ﹤0.01%
1,945
882
$38K ﹤0.01%
2,180
+601
883
$38K ﹤0.01%
1,500
-2,295
884
$38K ﹤0.01%
358
-355
885
$37K ﹤0.01%
62
886
$37K ﹤0.01%
1,449
-7
887
$37K ﹤0.01%
+2,000
888
$37K ﹤0.01%
1,014
+14
889
$36K ﹤0.01%
641
-553
890
$36K ﹤0.01%
+1,142
891
$36K ﹤0.01%
1,804
892
$36K ﹤0.01%
497
-668
893
$36K ﹤0.01%
1,522
-1,872
894
$36K ﹤0.01%
496
-155
895
$36K ﹤0.01%
1,001
+404
896
$36K ﹤0.01%
1,000
897
$36K ﹤0.01%
3,400
-10,750
898
$36K ﹤0.01%
779
-984
899
$36K ﹤0.01%
1,900
900
$36K ﹤0.01%
+425
34 35
36
37 38