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
$1.08B
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,045
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$15.2M
3
+$4.98M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.49M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.43M

Top Sells

1
+$4.12M
2
+$3.3M
3
+$3.23M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.12M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.79M

Sector Composition

1 Technology 6.29%
2 Healthcare 5.56%
3 Industrials 4.2%
4 Financials 3.38%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$23K ﹤0.01%
361
-100
1027
$23K ﹤0.01%
209
-11
1028
$23K ﹤0.01%
2,259
-89
1029
$23K ﹤0.01%
187
-298
1030
$23K ﹤0.01%
1,866
-2,952
1031
$23K ﹤0.01%
99
1032
$22K ﹤0.01%
241
1033
$22K ﹤0.01%
1,642
-73
1034
$22K ﹤0.01%
1,192
-1,947
1035
$22K ﹤0.01%
309
-98
1036
$22K ﹤0.01%
770
+61
1037
$22K ﹤0.01%
286
+2
1038
$22K ﹤0.01%
2,400
-5,275
1039
$22K ﹤0.01%
660
1040
$22K ﹤0.01%
200
+100
1041
$22K ﹤0.01%
1,305
-18
1042
$22K ﹤0.01%
4,000
1043
$22K ﹤0.01%
512
1044
$22K ﹤0.01%
180
1045
$22K ﹤0.01%
650
1046
$21K ﹤0.01%
172
1047
$21K ﹤0.01%
1,400
1048
$21K ﹤0.01%
+410
1049
$21K ﹤0.01%
2,000
-5,200
1050
$21K ﹤0.01%
792
40 41
42
43 44