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
901
$23K ﹤0.01%
2,000
902
$23K ﹤0.01%
664
+5
903
$23K ﹤0.01%
+625
904
$22K ﹤0.01%
254
905
$22K ﹤0.01%
610
906
$22K ﹤0.01%
370
+347
907
$22K ﹤0.01%
720
908
$22K ﹤0.01%
263
909
$22K ﹤0.01%
221
910
$22K ﹤0.01%
+8,500
911
$22K ﹤0.01%
180
912
$21K ﹤0.01%
153
-923
913
$21K ﹤0.01%
+2,343
914
$21K ﹤0.01%
+1,100
915
$21K ﹤0.01%
330
916
$21K ﹤0.01%
108
+55
917
$21K ﹤0.01%
982
918
$21K ﹤0.01%
265
919
$21K ﹤0.01%
600
920
$20K ﹤0.01%
2,000
921
$20K ﹤0.01%
+3,358
922
$20K ﹤0.01%
+1,500
923
$20K ﹤0.01%
229
924
$20K ﹤0.01%
716
925
$20K ﹤0.01%
500
-1,000
35 36
37
38 39