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
976
$16K ﹤0.01%
178
-10,075
977
$16K ﹤0.01%
+500
978
$16K ﹤0.01%
380
979
$16K ﹤0.01%
821
980
$16K ﹤0.01%
917
-7
981
$16K ﹤0.01%
115
982
$16K ﹤0.01%
97,557
983
$15K ﹤0.01%
+172
984
$15K ﹤0.01%
243
985
$15K ﹤0.01%
380
986
$15K ﹤0.01%
660
987
$15K ﹤0.01%
930
-1,500
988
$15K ﹤0.01%
187
989
$15K ﹤0.01%
2,373
990
$15K ﹤0.01%
362
991
$15K ﹤0.01%
1,439
992
$15K ﹤0.01%
+600
993
$15K ﹤0.01%
900
-8,105
994
$15K ﹤0.01%
+1,400
995
$15K ﹤0.01%
374
996
$15K ﹤0.01%
928
997
$14K ﹤0.01%
+1,050
998
$14K ﹤0.01%
+2,474
999
$14K ﹤0.01%
995
1000
$14K ﹤0.01%
256
+116
38 39
40
41 42