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
951
$31.3K ﹤0.01%
3,133
-735
952
$31.1K ﹤0.01%
273
+2
953
$31K ﹤0.01%
498
+7
954
$30.8K ﹤0.01%
137
+7
955
$30.4K ﹤0.01%
222
956
$30.4K ﹤0.01%
900
+600
957
$30.3K ﹤0.01%
318
-194
958
$29.9K ﹤0.01%
875
959
$29.8K ﹤0.01%
329
960
$29.6K ﹤0.01%
900
961
$29.6K ﹤0.01%
686
-6
962
$29.4K ﹤0.01%
243
+19
963
$29.3K ﹤0.01%
570
-190
964
$29.3K ﹤0.01%
207
-26
965
$29.1K ﹤0.01%
68
-14
966
$29K ﹤0.01%
1,080
-29
967
$29K ﹤0.01%
347
+2
968
$29K ﹤0.01%
174
-15
969
$28.8K ﹤0.01%
1,000
970
$28.7K ﹤0.01%
450
971
$28.4K ﹤0.01%
36
-1
972
$28.3K ﹤0.01%
2,700
-887
973
$28.2K ﹤0.01%
250
974
$28.1K ﹤0.01%
1,425
975
$28.1K ﹤0.01%
1,195
37 38
39
40 41