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
976
$28.1K ﹤0.01%
616
-22
977
$28.1K ﹤0.01%
1,291
-47
978
$28K ﹤0.01%
692
-32
979
$28K ﹤0.01%
2,000
980
$27.9K ﹤0.01%
1,700
981
$27.9K ﹤0.01%
456
982
$27.6K ﹤0.01%
+300
983
$27.5K ﹤0.01%
1,915
-3,360
984
$27.4K ﹤0.01%
334
+86
985
$27.2K ﹤0.01%
527
-2
986
$27.2K ﹤0.01%
3,608
+660
987
$27.1K ﹤0.01%
1,347
-4
988
$27K ﹤0.01%
784
989
$27K ﹤0.01%
900
990
$26.9K ﹤0.01%
521
991
$26.8K ﹤0.01%
523
+5
992
$26.6K ﹤0.01%
1,978
+304
993
$26.6K ﹤0.01%
879
-600
994
$26.5K ﹤0.01%
113
-37
995
$26.4K ﹤0.01%
404
-31
996
$26.4K ﹤0.01%
+4,285
997
$26.3K ﹤0.01%
59
-28
998
$26.3K ﹤0.01%
+975
999
$26.3K ﹤0.01%
56
-27
1000
$26.3K ﹤0.01%
272
-80
38 39
40
41 42