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
1051
$21K ﹤0.01%
1,370
1052
$21K ﹤0.01%
728
1053
$21K ﹤0.01%
367
+22
1054
$21K ﹤0.01%
350
-230
1055
$21K ﹤0.01%
119
1056
$20K ﹤0.01%
2,992
1057
$20K ﹤0.01%
1,500
1058
$20K ﹤0.01%
6,396
1059
$20K ﹤0.01%
2,000
1060
$20K ﹤0.01%
340
+200
1061
$20K ﹤0.01%
10,000
1062
$20K ﹤0.01%
695
1063
$20K ﹤0.01%
462
-17
1064
$20K ﹤0.01%
419
+106
1065
$20K ﹤0.01%
67
1066
$20K ﹤0.01%
4,100
+2,000
1067
$20K ﹤0.01%
464
1068
$20K ﹤0.01%
614
-13
1069
$20K ﹤0.01%
536
1070
$19K ﹤0.01%
1,120
-840
1071
$19K ﹤0.01%
988
1072
$19K ﹤0.01%
588
-15
1073
$19K ﹤0.01%
1,188
+6
1074
$19K ﹤0.01%
600
1075
$19K ﹤0.01%
200
41 42
43
44 45