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
951
$18K ﹤0.01%
268
952
$18K ﹤0.01%
441
953
$18K ﹤0.01%
710
954
$18K ﹤0.01%
802
-120
955
$18K ﹤0.01%
350
956
$17K ﹤0.01%
630
957
$17K ﹤0.01%
+992
958
$17K ﹤0.01%
7,300
959
$17K ﹤0.01%
165
960
$17K ﹤0.01%
2,000
961
$17K ﹤0.01%
1,950
+1,450
962
$17K ﹤0.01%
+1,339
963
$17K ﹤0.01%
401
+80
964
$17K ﹤0.01%
300
965
$17K ﹤0.01%
1,967
966
$17K ﹤0.01%
467
967
$17K ﹤0.01%
989
-971
968
$16K ﹤0.01%
+900
969
$16K ﹤0.01%
+1,327
970
$16K ﹤0.01%
+1,100
971
$16K ﹤0.01%
14
972
$16K ﹤0.01%
1,000
973
$16K ﹤0.01%
+1,200
974
$16K ﹤0.01%
266
975
$16K ﹤0.01%
1,003
-2,105
37 38
39
40 41