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
926
$20K ﹤0.01%
107
927
$20K ﹤0.01%
1,540
-210
928
$20K ﹤0.01%
300
929
$20K ﹤0.01%
200
930
$20K ﹤0.01%
+750
931
$20K ﹤0.01%
3,000
932
$19K ﹤0.01%
158
933
$19K ﹤0.01%
330
+255
934
$19K ﹤0.01%
140
935
$19K ﹤0.01%
+1,450
936
$19K ﹤0.01%
150
937
$19K ﹤0.01%
839
938
$19K ﹤0.01%
1,988
939
$19K ﹤0.01%
260
940
$19K ﹤0.01%
603
+48
941
$19K ﹤0.01%
142
-441
942
$19K ﹤0.01%
+599
943
$19K ﹤0.01%
1,174
-1,500
944
$19K ﹤0.01%
791
945
$19K ﹤0.01%
+1,600
946
$18K ﹤0.01%
230
947
$18K ﹤0.01%
465
-1,035
948
$18K ﹤0.01%
250
949
$18K ﹤0.01%
276
950
$18K ﹤0.01%
2,803
+68
36 37
38
39 40