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
1151
$14K ﹤0.01%
+200
1152
$14K ﹤0.01%
+4,414
1153
$14K ﹤0.01%
516
+7
1154
$14K ﹤0.01%
536
-25
1155
$14K ﹤0.01%
248
1156
$14K ﹤0.01%
727
+298
1157
$14K ﹤0.01%
800
1158
$14K ﹤0.01%
230
1159
$14K ﹤0.01%
500
1160
$14K ﹤0.01%
532
1161
$14K ﹤0.01%
200
1162
$14K ﹤0.01%
370
1163
$14K ﹤0.01%
2,241
-2,000
1164
$14K ﹤0.01%
+1,500
1165
$14K ﹤0.01%
2,000
-2,000
1166
$14K ﹤0.01%
187
1167
$14K ﹤0.01%
3,232
-131
1168
$14K ﹤0.01%
436
-49
1169
$14K ﹤0.01%
500
+200
1170
$14K ﹤0.01%
340
-186
1171
$14K ﹤0.01%
145
1172
$14K ﹤0.01%
1,150
1173
$14K ﹤0.01%
+100
1174
$14K ﹤0.01%
123
1175
$14K ﹤0.01%
461
45 46
47
48 49