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
1201
$14.9K ﹤0.01%
209
+203
1202
$14.9K ﹤0.01%
100
-18
1203
$14.9K ﹤0.01%
359
1204
$14.9K ﹤0.01%
2,337
+39
1205
$14.9K ﹤0.01%
28
-4
1206
$14.8K ﹤0.01%
413
+2
1207
$14.8K ﹤0.01%
2,294
+907
1208
$14.8K ﹤0.01%
591
1209
$14.8K ﹤0.01%
517
+16
1210
$14.7K ﹤0.01%
292
-11
1211
$14.7K ﹤0.01%
1,692
+101
1212
$14.7K ﹤0.01%
594
1213
$14.7K ﹤0.01%
2,860
-27
1214
$14.7K ﹤0.01%
278
+3
1215
$14.6K ﹤0.01%
+750
1216
$14.6K ﹤0.01%
224
-118
1217
$14.5K ﹤0.01%
616
1218
$14.5K ﹤0.01%
604
1219
$14.5K ﹤0.01%
+314
1220
$14.5K ﹤0.01%
175
-1
1221
$14.4K ﹤0.01%
500
1222
$14.3K ﹤0.01%
589
1223
$14.3K ﹤0.01%
333
1224
$14.2K ﹤0.01%
604
1225
$14.1K ﹤0.01%
180
47 48
49
50 51