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
1201
$6K ﹤0.01%
+400
1202
$6K ﹤0.01%
92
1203
$6K ﹤0.01%
+500
1204
$6K ﹤0.01%
2,000
1205
$6K ﹤0.01%
343
+319
1206
$5K ﹤0.01%
172
1207
$5K ﹤0.01%
23
1208
$5K ﹤0.01%
114
1209
$5K ﹤0.01%
193
1210
$5K ﹤0.01%
631
1211
$5K ﹤0.01%
+100
1212
$5K ﹤0.01%
433
1213
$5K ﹤0.01%
140
1214
$5K ﹤0.01%
142
1215
$5K ﹤0.01%
146
1216
$5K ﹤0.01%
+50
1217
$5K ﹤0.01%
141
1218
$5K ﹤0.01%
138
1219
$5K ﹤0.01%
296
-146
1220
$5K ﹤0.01%
+325
1221
$5K ﹤0.01%
68
+9
1222
$5K ﹤0.01%
+137
1223
$5K ﹤0.01%
76
1224
$5K ﹤0.01%
2,324
1225
$5K ﹤0.01%
60
47 48
49
50 51