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
$724M
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,523
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$5.23M
3
+$4.31M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.25M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$4.14M

Top Sells

1
+$3.1M
2
+$2.85M
3
+$2.84M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.46M
5
SBUX icon
Starbucks
SBUX
+$2.41M

Sector Composition

1 Healthcare 6.11%
2 Industrials 5.27%
3 Technology 4.89%
4 Financials 4.23%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$7K ﹤0.01%
142
+134
1177
$7K ﹤0.01%
300
-180
1178
$7K ﹤0.01%
58
+37
1179
$7K ﹤0.01%
1,100
1180
$7K ﹤0.01%
+66
1181
$7K ﹤0.01%
140
1182
$7K ﹤0.01%
200
1183
$7K ﹤0.01%
185
1184
$6K ﹤0.01%
50
1185
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150
1186
$6K ﹤0.01%
+83
1187
$6K ﹤0.01%
3
1188
$6K ﹤0.01%
970
1189
$6K ﹤0.01%
146
1190
$6K ﹤0.01%
200
1191
$6K ﹤0.01%
103
+102
1192
$6K ﹤0.01%
+113
1193
$6K ﹤0.01%
107
+2
1194
$6K ﹤0.01%
90
1195
$6K ﹤0.01%
388
1196
$6K ﹤0.01%
7
1197
$6K ﹤0.01%
+106
1198
$6K ﹤0.01%
300
1199
$6K ﹤0.01%
124
1200
$6K ﹤0.01%
222
46 47
48
49 50