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
901
$36K ﹤0.01%
1,618
902
$35K ﹤0.01%
1,473
-7
903
$35K ﹤0.01%
321
+231
904
$35K ﹤0.01%
1,400
905
$35K ﹤0.01%
1,766
906
$35K ﹤0.01%
816
907
$35K ﹤0.01%
2,100
908
$35K ﹤0.01%
480
909
$35K ﹤0.01%
1,827
+808
910
$35K ﹤0.01%
+165
911
$34K ﹤0.01%
2,000
912
$34K ﹤0.01%
474
913
$34K ﹤0.01%
1,255
-357
914
$34K ﹤0.01%
1,067
915
$34K ﹤0.01%
1,200
916
$33K ﹤0.01%
3,630
+103
917
$33K ﹤0.01%
+1,150
918
$33K ﹤0.01%
682
-290
919
$33K ﹤0.01%
1,345
-2,257
920
$33K ﹤0.01%
1,740
921
$33K ﹤0.01%
945
-37,386
922
$33K ﹤0.01%
564
923
$33K ﹤0.01%
1,000
924
$33K ﹤0.01%
1,963
-4,619
925
$33K ﹤0.01%
1,302
35 36
37
38 39