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
76
$4.06M 0.35%
26,769
+357
77
$4.04M 0.35%
110,996
-1,657
78
$4.01M 0.34%
100,412
-123
79
$3.85M 0.33%
39,420
+637
80
$3.77M 0.32%
8,197
-262
81
$3.74M 0.32%
116,942
-738
82
$3.7M 0.32%
75,681
-4,259
83
$3.7M 0.32%
12,882
-406
84
$3.69M 0.32%
22,309
+1,639
85
$3.68M 0.32%
160,898
+61,699
86
$3.67M 0.31%
59,023
-1,772
87
$3.53M 0.3%
153,150
+2,102
88
$3.31M 0.28%
17,748
-506
89
$3.23M 0.28%
20,471
-236
90
$3.23M 0.28%
17,410
+792
91
$3.22M 0.28%
70,823
+591
92
$3.21M 0.27%
80,699
+8,037
93
$3.17M 0.27%
6,959
-132
94
$3.12M 0.27%
33,491
+6,791
95
$3.09M 0.26%
28,112
-1,231
96
$3.08M 0.26%
28,813
-1,030
97
$3.03M 0.26%
22,835
+155
98
$2.92M 0.25%
111,494
+3,824
99
$2.83M 0.24%
69,739
+1,319
100
$2.81M 0.24%
23,483
-412
2 3
4
5 6