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
1051
$12K ﹤0.01%
106
1052
$12K ﹤0.01%
193
1053
$12K ﹤0.01%
66
1054
$12K ﹤0.01%
244
1055
$12K ﹤0.01%
1,100
1056
$12K ﹤0.01%
120
1057
$12K ﹤0.01%
200
1058
$12K ﹤0.01%
+300
1059
$12K ﹤0.01%
697
+3
1060
$12K ﹤0.01%
588
1061
$12K ﹤0.01%
+200
1062
$12K ﹤0.01%
104
-2,141
1063
$12K ﹤0.01%
+192
1064
$12K ﹤0.01%
100
-150
1065
$12K ﹤0.01%
141
1066
$11K ﹤0.01%
444
-5,804
1067
$11K ﹤0.01%
235
1068
$11K ﹤0.01%
167
1069
$11K ﹤0.01%
92
-76
1070
$11K ﹤0.01%
104
-1,334
1071
$11K ﹤0.01%
120
1072
$11K ﹤0.01%
420
-165
1073
$11K ﹤0.01%
530
1074
$11K ﹤0.01%
132
1075
$11K ﹤0.01%
1,021
-1,850
41 42
43
44 45