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
951
$29K ﹤0.01%
477
-392
952
$29K ﹤0.01%
1,150
953
$29K ﹤0.01%
853
+7
954
$29K ﹤0.01%
271
+70
955
$29K ﹤0.01%
393
956
$29K ﹤0.01%
+850
957
$29K ﹤0.01%
1,200
958
$29K ﹤0.01%
1,538
+5
959
$29K ﹤0.01%
475
+4
960
$29K ﹤0.01%
2,476
+125
961
$29K ﹤0.01%
12,220
962
$28K ﹤0.01%
544
963
$28K ﹤0.01%
2,014
-500
964
$28K ﹤0.01%
192
-500
965
$28K ﹤0.01%
5,100
-13,300
966
$28K ﹤0.01%
1,330
+1,182
967
$28K ﹤0.01%
3,678
+94
968
$27K ﹤0.01%
275
969
$27K ﹤0.01%
455
-95
970
$27K ﹤0.01%
537
971
$27K ﹤0.01%
+1,300
972
$27K ﹤0.01%
630
-190
973
$27K ﹤0.01%
248
+212
974
$27K ﹤0.01%
1,019
+1,000
975
$27K ﹤0.01%
201
37 38
39
40 41