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
1176
$16.1K ﹤0.01%
190
-30
1177
$16K ﹤0.01%
715
1178
$16K ﹤0.01%
165
1179
$15.9K ﹤0.01%
423
-44
1180
$15.9K ﹤0.01%
165
-5
1181
$15.8K ﹤0.01%
+500
1182
$15.8K ﹤0.01%
207
-12
1183
$15.8K ﹤0.01%
275
1184
$15.8K ﹤0.01%
200
1185
$15.7K ﹤0.01%
408
-433
1186
$15.7K ﹤0.01%
681
+122
1187
$15.6K ﹤0.01%
2,003
-73
1188
$15.6K ﹤0.01%
+1,850
1189
$15.5K ﹤0.01%
372
-16
1190
$15.4K ﹤0.01%
1,850
+595
1191
$15.4K ﹤0.01%
600
1192
$15.4K ﹤0.01%
205
+149
1193
$15.4K ﹤0.01%
702
+3
1194
$15.4K ﹤0.01%
915
+51
1195
$15.4K ﹤0.01%
125
1196
$15.3K ﹤0.01%
828
1197
$15.2K ﹤0.01%
214
+13
1198
$15.2K ﹤0.01%
656
+499
1199
$15.1K ﹤0.01%
197
-1
1200
$15K ﹤0.01%
708
46 47
48
49 50