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
1001
$14K ﹤0.01%
200
1002
$14K ﹤0.01%
80
1003
$14K ﹤0.01%
447
1004
$14K ﹤0.01%
+205
1005
$14K ﹤0.01%
+400
1006
$14K ﹤0.01%
290
1007
$14K ﹤0.01%
+1,500
1008
$14K ﹤0.01%
2,153
+30
1009
$14K ﹤0.01%
1,560
1010
$14K ﹤0.01%
1,000
1011
$14K ﹤0.01%
860
+15
1012
$14K ﹤0.01%
374
1013
$14K ﹤0.01%
264
+223
1014
$14K ﹤0.01%
392
1015
$14K ﹤0.01%
+220
1016
$14K ﹤0.01%
272
1017
$14K ﹤0.01%
257
+85
1018
$14K ﹤0.01%
354
+7
1019
$14K ﹤0.01%
800
1020
$13K ﹤0.01%
+200
1021
$13K ﹤0.01%
+512
1022
$13K ﹤0.01%
1,480
+130
1023
$13K ﹤0.01%
948
+404
1024
$13K ﹤0.01%
500
1025
$13K ﹤0.01%
869
+760
39 40
41
42 43