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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
1126
$9K ﹤0.01%
424
-120
1127
$9K ﹤0.01%
3,180
1128
$9K ﹤0.01%
53
+8
1129
$9K ﹤0.01%
6,866
1130
$9K ﹤0.01%
+200
1131
$9K ﹤0.01%
198
1132
$8K ﹤0.01%
2,000
1133
$8K ﹤0.01%
+360
1134
$8K ﹤0.01%
91
1135
$8K ﹤0.01%
+89
1136
$8K ﹤0.01%
435
1137
$8K ﹤0.01%
68
-11,513
1138
$8K ﹤0.01%
100
1139
$8K ﹤0.01%
357
1140
$8K ﹤0.01%
400
1141
$8K ﹤0.01%
68
1142
$8K ﹤0.01%
79
1143
$8K ﹤0.01%
+546
1144
$8K ﹤0.01%
135
+105
1145
$8K ﹤0.01%
61
1146
$8K ﹤0.01%
151
1147
$8K ﹤0.01%
124
1148
$8K ﹤0.01%
54
1149
$8K ﹤0.01%
442
1150
$8K ﹤0.01%
135
44 45
46
47 48