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
1101
$10K ﹤0.01%
68
-36
1102
$10K ﹤0.01%
+195
1103
$10K ﹤0.01%
+162
1104
$10K ﹤0.01%
+350
1105
$10K ﹤0.01%
2,300
+2,000
1106
$10K ﹤0.01%
1,280
1107
$10K ﹤0.01%
15,000
+5,000
1108
$10K ﹤0.01%
257
1109
$10K ﹤0.01%
+195
1110
$9K ﹤0.01%
+1,000
1111
$9K ﹤0.01%
+975
1112
$9K ﹤0.01%
+563
1113
$9K ﹤0.01%
53
+8
1114
$9K ﹤0.01%
6,866
1115
$9K ﹤0.01%
+200
1116
$9K ﹤0.01%
+500
1117
$9K ﹤0.01%
301
1118
$9K ﹤0.01%
365
1119
$9K ﹤0.01%
2,429
1120
$9K ﹤0.01%
+225
1121
$9K ﹤0.01%
198
1122
$9K ﹤0.01%
300
-1,250
1123
$9K ﹤0.01%
25
1124
$9K ﹤0.01%
894
-100
1125
$9K ﹤0.01%
+432
43 44
45
46 47