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
1151
$8K ﹤0.01%
156
1152
$8K ﹤0.01%
145
1153
$8K ﹤0.01%
100
1154
$7K ﹤0.01%
47
+15
1155
$7K ﹤0.01%
+1,000
1156
$7K ﹤0.01%
+337
1157
$7K ﹤0.01%
148
-729
1158
$7K ﹤0.01%
58
+37
1159
$7K ﹤0.01%
1,100
1160
$7K ﹤0.01%
+66
1161
$7K ﹤0.01%
140
1162
$7K ﹤0.01%
200
1163
$7K ﹤0.01%
185
1164
$7K ﹤0.01%
103
1165
$7K ﹤0.01%
100
1166
$7K ﹤0.01%
349
-25
1167
$7K ﹤0.01%
+500
1168
$7K ﹤0.01%
398
1169
$7K ﹤0.01%
61
1170
$7K ﹤0.01%
388
1171
$7K ﹤0.01%
27
+18
1172
$7K ﹤0.01%
279
+26
1173
$7K ﹤0.01%
250
1174
$7K ﹤0.01%
900
1175
$7K ﹤0.01%
249
45 46
47
48 49