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
1151
$17K ﹤0.01%
295
+245
1152
$16.9K ﹤0.01%
500
1153
$16.9K ﹤0.01%
90
-4
1154
$16.9K ﹤0.01%
166
-34
1155
$16.9K ﹤0.01%
463
-18
1156
$16.8K ﹤0.01%
329
1157
$16.8K ﹤0.01%
1,537
1158
$16.8K ﹤0.01%
326
+13
1159
$16.8K ﹤0.01%
+1,000
1160
$16.7K ﹤0.01%
350
1161
$16.7K ﹤0.01%
523
-211
1162
$16.6K ﹤0.01%
334
-451
1163
$16.6K ﹤0.01%
583
-272
1164
$16.4K ﹤0.01%
40
-3
1165
$16.4K ﹤0.01%
520
+34
1166
$16.4K ﹤0.01%
383
1167
$16.4K ﹤0.01%
99
+8
1168
$16.4K ﹤0.01%
752
-124
1169
$16.4K ﹤0.01%
101
+10
1170
$16.3K ﹤0.01%
274
-11
1171
$16.3K ﹤0.01%
288
-1
1172
$16.2K ﹤0.01%
300
1173
$16.2K ﹤0.01%
1,388
1174
$16.1K ﹤0.01%
261
-8
1175
$16.1K ﹤0.01%
1,370
45 46
47
48 49