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
1026
$13K ﹤0.01%
651
+14
1027
$13K ﹤0.01%
1,400
1028
$13K ﹤0.01%
150
1029
$13K ﹤0.01%
259
1030
$13K ﹤0.01%
269
1031
$13K ﹤0.01%
500
1032
$13K ﹤0.01%
1,974
1033
$13K ﹤0.01%
271
1034
$13K ﹤0.01%
226
-3,132
1035
$13K ﹤0.01%
230
1036
$13K ﹤0.01%
119
-450
1037
$13K ﹤0.01%
223
+3
1038
$13K ﹤0.01%
240
1039
$13K ﹤0.01%
379
-193
1040
$13K ﹤0.01%
3,474
1041
$12K ﹤0.01%
208
1042
$12K ﹤0.01%
350
1043
$12K ﹤0.01%
137
+87
1044
$12K ﹤0.01%
+692
1045
$12K ﹤0.01%
1,667
1046
$12K ﹤0.01%
+1,000
1047
$12K ﹤0.01%
770
1048
$12K ﹤0.01%
410
1049
$12K ﹤0.01%
332
1050
$12K ﹤0.01%
238
40 41
42
43 44