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
1001
$26.1K ﹤0.01%
971
+285
1002
$25.5K ﹤0.01%
226
-3
1003
$25.5K ﹤0.01%
1,850
1004
$25.5K ﹤0.01%
72
+42
1005
$25.5K ﹤0.01%
343
-69
1006
$25.4K ﹤0.01%
471
1007
$25.4K ﹤0.01%
620
1008
$25.2K ﹤0.01%
922
-268
1009
$25.1K ﹤0.01%
894
-26
1010
$25.1K ﹤0.01%
676
1011
$25.1K ﹤0.01%
1,867
+1,135
1012
$25K ﹤0.01%
1,584
-107
1013
$25K ﹤0.01%
3,708
1014
$24.6K ﹤0.01%
807
+6
1015
$24.5K ﹤0.01%
+979
1016
$24.4K ﹤0.01%
61
-3
1017
$24.4K ﹤0.01%
579
1018
$24.4K ﹤0.01%
300
1019
$24.3K ﹤0.01%
2,724
1020
$24.2K ﹤0.01%
199
1021
$24.2K ﹤0.01%
69
+1
1022
$23.9K ﹤0.01%
650
-6
1023
$23.7K ﹤0.01%
1,424
+260
1024
$23.6K ﹤0.01%
1,707
+157
1025
$23.6K ﹤0.01%
1,600
-2,338
39 40
41
42 43