AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$6.15M
2
+$5.35M
3
+$4.31M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.3M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$4.27M

Top Sells

1
+$3.11M
2
+$2.95M
3
+$2.86M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.54M
5
SBUX icon
Starbucks
SBUX
+$2.4M

Sector Composition

1 Healthcare 6.11%
2 Industrials 5.27%
3 Technology 4.89%
4 Financials 4.37%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$12K ﹤0.01%
208
1052
$12K ﹤0.01%
350
1053
$12K ﹤0.01%
137
+87
1054
$12K ﹤0.01%
+692
1055
$12K ﹤0.01%
1,667
1056
$12K ﹤0.01%
106
1057
$12K ﹤0.01%
193
1058
$12K ﹤0.01%
66
1059
$12K ﹤0.01%
244
1060
$12K ﹤0.01%
1,100
1061
$12K ﹤0.01%
200
1062
$12K ﹤0.01%
+300
1063
$12K ﹤0.01%
697
+3
1064
$12K ﹤0.01%
588
1065
$12K ﹤0.01%
104
-2,141
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