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
1051
$22.2K ﹤0.01%
662
1052
$22.1K ﹤0.01%
650
-100
1053
$22K ﹤0.01%
+8,783
1054
$22K ﹤0.01%
352
1055
$21.9K ﹤0.01%
271
+14
1056
$21.8K ﹤0.01%
304
-117
1057
$21.6K ﹤0.01%
506
-10
1058
$21.6K ﹤0.01%
282
1059
$21.5K ﹤0.01%
6,089
1060
$21.5K ﹤0.01%
406
+110
1061
$21.5K ﹤0.01%
849
+82
1062
$21.5K ﹤0.01%
+600
1063
$21.3K ﹤0.01%
325
+2
1064
$21.3K ﹤0.01%
530
-18
1065
$21.3K ﹤0.01%
+786
1066
$21.3K ﹤0.01%
988
+1
1067
$21.2K ﹤0.01%
860
+31
1068
$21.2K ﹤0.01%
512
-130
1069
$21.2K ﹤0.01%
215
+1
1070
$21.1K ﹤0.01%
1,499
+30
1071
$21.1K ﹤0.01%
706
+124
1072
$21K ﹤0.01%
455
1073
$21K ﹤0.01%
316
1074
$21K ﹤0.01%
1,008
+111
1075
$21K ﹤0.01%
230
-40
41 42
43
44 45