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
1026
$23.4K ﹤0.01%
214
1027
$23.3K ﹤0.01%
2,524
1028
$23.3K ﹤0.01%
450
-27
1029
$23.3K ﹤0.01%
600
+300
1030
$23.2K ﹤0.01%
62
-7
1031
$23.2K ﹤0.01%
400
-6
1032
$23.1K ﹤0.01%
127
-4
1033
$23.1K ﹤0.01%
267
1034
$23K ﹤0.01%
212
-32
1035
$22.9K ﹤0.01%
684
-25
1036
$22.9K ﹤0.01%
320
1037
$22.9K ﹤0.01%
244
-4
1038
$22.8K ﹤0.01%
780
1039
$22.8K ﹤0.01%
300
1040
$22.8K ﹤0.01%
304
+3
1041
$22.7K ﹤0.01%
163
1042
$22.7K ﹤0.01%
1,191
+26
1043
$22.7K ﹤0.01%
221
+20
1044
$22.6K ﹤0.01%
557
1045
$22.6K ﹤0.01%
+927
1046
$22.5K ﹤0.01%
100
-37
1047
$22.5K ﹤0.01%
1,000
1048
$22.5K ﹤0.01%
+488
1049
$22.5K ﹤0.01%
493
-396
1050
$22.4K ﹤0.01%
552
-1,783
40 41
42
43 44