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
926
$33.6K ﹤0.01%
225
+19
927
$33.5K ﹤0.01%
348
-22
928
$33.5K ﹤0.01%
600
929
$33.4K ﹤0.01%
669
-131
930
$33.3K ﹤0.01%
455
-130
931
$33.3K ﹤0.01%
165
932
$33.3K ﹤0.01%
203
-41
933
$33.2K ﹤0.01%
708
934
$33.1K ﹤0.01%
303
+15
935
$33.1K ﹤0.01%
+979
936
$33K ﹤0.01%
1,511
+4
937
$33K ﹤0.01%
475
+1
938
$32.9K ﹤0.01%
327
+200
939
$32.7K ﹤0.01%
285
-1
940
$32.5K ﹤0.01%
533
941
$32.4K ﹤0.01%
255
942
$32.4K ﹤0.01%
1,194
943
$32.3K ﹤0.01%
877
+30
944
$32.3K ﹤0.01%
452
-26
945
$32.3K ﹤0.01%
547
+10
946
$32.2K ﹤0.01%
85
-49
947
$31.7K ﹤0.01%
247
-7
948
$31.4K ﹤0.01%
+1,155
949
$31.3K ﹤0.01%
725
+150
950
$31.3K ﹤0.01%
552
-3,687
36 37
38
39 40