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
$1.08B
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,045
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$15.2M
3
+$4.98M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.49M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.43M

Top Sells

1
+$4.12M
2
+$3.3M
3
+$3.23M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.12M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.79M

Sector Composition

1 Technology 6.29%
2 Healthcare 5.56%
3 Industrials 4.2%
4 Financials 3.38%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$16K ﹤0.01%
870
1127
$16K ﹤0.01%
1,367
+229
1128
$16K ﹤0.01%
266
1129
$16K ﹤0.01%
1,433
1130
$16K ﹤0.01%
307
-11
1131
$16K ﹤0.01%
134
1132
$16K ﹤0.01%
292
+132
1133
$16K ﹤0.01%
359
+2
1134
$15K ﹤0.01%
1,246
+750
1135
$15K ﹤0.01%
158
1136
$15K ﹤0.01%
1,400
-753
1137
$15K ﹤0.01%
633
-2
1138
$15K ﹤0.01%
752
-28
1139
$15K ﹤0.01%
315
+105
1140
$15K ﹤0.01%
2,926
+162
1141
$15K ﹤0.01%
1,305
-50
1142
$15K ﹤0.01%
689
+7
1143
$15K ﹤0.01%
9,829
-263
1144
$15K ﹤0.01%
+587
1145
$15K ﹤0.01%
+11
1146
$15K ﹤0.01%
443
-18
1147
$15K ﹤0.01%
131
1148
$15K ﹤0.01%
358
1149
$15K ﹤0.01%
616
-175
1150
$15K ﹤0.01%
650
44 45
46
47 48