AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$6.15M
2
+$5.35M
3
+$4.31M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.3M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$4.27M

Top Sells

1
+$3.11M
2
+$2.95M
3
+$2.86M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.54M
5
SBUX icon
Starbucks
SBUX
+$2.4M

Sector Composition

1 Healthcare 6.11%
2 Industrials 5.27%
3 Technology 4.89%
4 Financials 4.37%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$16K ﹤0.01%
1,003
-2,105
977
$16K ﹤0.01%
178
-10,075
978
$16K ﹤0.01%
+500
979
$16K ﹤0.01%
380
980
$16K ﹤0.01%
821
981
$16K ﹤0.01%
917
-7
982
$16K ﹤0.01%
115
983
$15K ﹤0.01%
+172
984
$15K ﹤0.01%
243
985
$15K ﹤0.01%
380
986
$15K ﹤0.01%
660
987
$15K ﹤0.01%
2,373
988
$15K ﹤0.01%
362
989
$15K ﹤0.01%
1,439
990
$15K ﹤0.01%
930
-1,500
991
$15K ﹤0.01%
187
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%
200
998
$14K ﹤0.01%
+1,500
999
$14K ﹤0.01%
80
1000
$14K ﹤0.01%
+1,050
38 39
40
41 42