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
Materials Select Sector SPDR Fund
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
101
$2.8M 0.24%
43,845
+1,760
102
$2.79M 0.24%
30,487
+1,627
103
$2.73M 0.23%
56,611
-3,230
104
$2.69M 0.23%
117,812
+11,462
105
$2.69M 0.23%
27,790
-112
106
$2.62M 0.22%
14,137
+553
107
$2.62M 0.22%
38,404
-1,572
108
$2.62M 0.22%
16,630
-12
109
$2.59M 0.22%
34,846
+242
110
$2.58M 0.22%
23,690
+505
111
$2.55M 0.22%
69,618
-407
112
$2.5M 0.21%
6,571
-117
113
$2.5M 0.21%
4,639
+342
114
$2.46M 0.21%
17,773
+1,103
115
$2.41M 0.21%
19,904
-293
116
$2.37M 0.2%
106,167
-909
117
$2.33M 0.2%
23,064
-24
118
$2.33M 0.2%
124,084
-2,520
119
$2.32M 0.2%
30,983
+679
120
$2.31M 0.2%
85,566
121
$2.3M 0.2%
94,301
+9,152
122
$2.3M 0.2%
7,697
-172
123
$2.29M 0.2%
12,820
+803
124
$2.27M 0.19%
48,997
+16,227
125
$2.23M 0.19%
50,150
-334
3 4
5
6 7