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
1076
$20.9K ﹤0.01%
409
-201
1077
$20.9K ﹤0.01%
102
-54
1078
$20.8K ﹤0.01%
1,693
1079
$20.8K ﹤0.01%
486
1080
$20.8K ﹤0.01%
825
-101
1081
$20.7K ﹤0.01%
249
1082
$20.6K ﹤0.01%
625
+429
1083
$20.5K ﹤0.01%
9,088
-501
1084
$20.4K ﹤0.01%
543
+26
1085
$20.4K ﹤0.01%
488
+2
1086
$20.3K ﹤0.01%
800
1087
$20.3K ﹤0.01%
121
+4
1088
$20.2K ﹤0.01%
150
-21
1089
$20.2K ﹤0.01%
330
1090
$20.1K ﹤0.01%
994
1091
$20.1K ﹤0.01%
583
1092
$20.1K ﹤0.01%
1,772
-11
1093
$20K ﹤0.01%
173
-303
1094
$19.9K ﹤0.01%
8
+1
1095
$19.9K ﹤0.01%
+713
1096
$19.8K ﹤0.01%
490
-16
1097
$19.7K ﹤0.01%
1,800
+1,000
1098
$19.7K ﹤0.01%
220
1099
$19.7K ﹤0.01%
314
-3
1100
$19.7K ﹤0.01%
267
42 43
44
45 46