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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
+$6.15M
2
+$5.35M
3
+$4.31M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.3M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$4.27M

Top Sells

1
+$3.11M
2
+$2.95M
3
+$2.86M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.54M
5
SBUX icon
Starbucks
SBUX
+$2.4M

Sector Composition

1 Healthcare 6.11%
2 Industrials 5.27%
3 Technology 4.89%
4 Financials 4.37%
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%
+195
1104
$10K ﹤0.01%
+162
1105
$10K ﹤0.01%
+350
1106
$10K ﹤0.01%
2,300
+2,000
1107
$10K ﹤0.01%
1,280
1108
$10K ﹤0.01%
15,000
+5,000
1109
$10K ﹤0.01%
257
1110
$9K ﹤0.01%
365
1111
$9K ﹤0.01%
+500
1112
$9K ﹤0.01%
300
-1,250
1113
$9K ﹤0.01%
1,000
1114
$9K ﹤0.01%
+1,000
1115
$9K ﹤0.01%
+975
1116
$9K ﹤0.01%
+563
1117
$9K ﹤0.01%
301
1118
$9K ﹤0.01%
+500
1119
$9K ﹤0.01%
2,429
1120
$9K ﹤0.01%
+225
1121
$9K ﹤0.01%
25
1122
$9K ﹤0.01%
894
-100
1123
$9K ﹤0.01%
+432
1124
$9K ﹤0.01%
113
1125
$9K ﹤0.01%
+119
43 44
45
46 47