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
1076
$11K ﹤0.01%
114
+100
1077
$11K ﹤0.01%
202
+54
1078
$11K ﹤0.01%
+423
1079
$11K ﹤0.01%
269
1080
$11K ﹤0.01%
432
-196
1081
$11K ﹤0.01%
500
1082
$11K ﹤0.01%
1,176
-25
1083
$11K ﹤0.01%
1,200
1084
$11K ﹤0.01%
+516
1085
$11K ﹤0.01%
132
1086
$10K ﹤0.01%
200
1087
$10K ﹤0.01%
1,470
1088
$10K ﹤0.01%
125
1089
$10K ﹤0.01%
640
1090
$10K ﹤0.01%
+120
1091
$10K ﹤0.01%
142
1092
$10K ﹤0.01%
667
1093
$10K ﹤0.01%
+735
1094
$10K ﹤0.01%
300
1095
$10K ﹤0.01%
200
1096
$10K ﹤0.01%
1,000
1097
$10K ﹤0.01%
562
1098
$10K ﹤0.01%
320
1099
$10K ﹤0.01%
70
1100
$10K ﹤0.01%
+142
42 43
44
45 46