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
1126
$18K ﹤0.01%
309
-1
1127
$17.9K ﹤0.01%
318
1128
$17.9K ﹤0.01%
513
+2
1129
$17.9K ﹤0.01%
956
+33
1130
$17.9K ﹤0.01%
235
-8
1131
$17.8K ﹤0.01%
111
-4
1132
$17.8K ﹤0.01%
91
-10
1133
$17.7K ﹤0.01%
740
1134
$17.7K ﹤0.01%
674
+29
1135
$17.7K ﹤0.01%
519
-3
1136
$17.7K ﹤0.01%
5,196
1137
$17.7K ﹤0.01%
850
1138
$17.6K ﹤0.01%
114
-28
1139
$17.5K ﹤0.01%
546
-870
1140
$17.5K ﹤0.01%
+342
1141
$17.4K ﹤0.01%
215
+1
1142
$17.3K ﹤0.01%
52
-27
1143
$17.2K ﹤0.01%
270
1144
$17.1K ﹤0.01%
1,023
+384
1145
$17.1K ﹤0.01%
55
+4
1146
$17.1K ﹤0.01%
750
1147
$17K ﹤0.01%
+500
1148
$17K ﹤0.01%
+366
1149
$17K ﹤0.01%
581
+3
1150
$17K ﹤0.01%
730
44 45
46
47 48