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
1226
$5K ﹤0.01%
80
1227
$5K ﹤0.01%
535
1228
$5K ﹤0.01%
+51
1229
$5K ﹤0.01%
+49
1230
$5K ﹤0.01%
+51
1231
$5K ﹤0.01%
44
1232
$5K ﹤0.01%
+500
1233
$4K ﹤0.01%
65
1234
$4K ﹤0.01%
178
1235
$4K ﹤0.01%
100
1236
$4K ﹤0.01%
+200
1237
$4K ﹤0.01%
57
1238
$4K ﹤0.01%
21
1239
$4K ﹤0.01%
99
1240
$4K ﹤0.01%
191
1241
$4K ﹤0.01%
100
-1,425
1242
$4K ﹤0.01%
500
-575
1243
$4K ﹤0.01%
41
1244
$4K ﹤0.01%
7
1245
$4K ﹤0.01%
100
1246
$4K ﹤0.01%
80
1247
$4K ﹤0.01%
+125
1248
$4K ﹤0.01%
475
1249
$4K ﹤0.01%
+200
1250
$4K ﹤0.01%
238
48 49
50
51 52