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
901
$36.6K ﹤0.01%
684
-8,778
902
$36.5K ﹤0.01%
1,115
+30
903
$36.4K ﹤0.01%
1,165
904
$36.3K ﹤0.01%
584
+1
905
$36.3K ﹤0.01%
1,301
+200
906
$36.2K ﹤0.01%
897
+453
907
$36.2K ﹤0.01%
1,060
+18
908
$35.8K ﹤0.01%
133
-118
909
$35.1K ﹤0.01%
1,256
-80
910
$35K ﹤0.01%
270
-41
911
$35K ﹤0.01%
1,482
-246
912
$34.9K ﹤0.01%
242
-21
913
$34.6K ﹤0.01%
944
914
$34.6K ﹤0.01%
2,500
915
$34.4K ﹤0.01%
1,182
+229
916
$34.3K ﹤0.01%
119
+16
917
$34.3K ﹤0.01%
550
918
$34.3K ﹤0.01%
1,077
-18
919
$34.3K ﹤0.01%
283
-103
920
$34K ﹤0.01%
829
+19
921
$34K ﹤0.01%
402
-4
922
$33.9K ﹤0.01%
413
923
$33.8K ﹤0.01%
381
924
$33.7K ﹤0.01%
1,201
-19
925
$33.6K ﹤0.01%
490
-18
35 36
37
38 39