AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$6.15M
2
+$5.35M
3
+$4.31M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.3M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$4.27M

Top Sells

1
+$3.11M
2
+$2.95M
3
+$2.86M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.54M
5
SBUX icon
Starbucks
SBUX
+$2.4M

Sector Composition

1 Healthcare 6.11%
2 Industrials 5.27%
3 Technology 4.89%
4 Financials 4.37%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$5K ﹤0.01%
60
1227
$5K ﹤0.01%
80
1228
$5K ﹤0.01%
+49
1229
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+51
1230
$5K ﹤0.01%
44
1231
$5K ﹤0.01%
+500
1232
$4K ﹤0.01%
100
-1,425
1233
$4K ﹤0.01%
500
-575
1234
$4K ﹤0.01%
41
1235
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238
1236
$4K ﹤0.01%
54
+53
1237
$4K ﹤0.01%
+100
1238
– –
0
1239
$4K ﹤0.01%
+104
1240
$4K ﹤0.01%
65
1241
$4K ﹤0.01%
178
1242
$4K ﹤0.01%
100
1243
$4K ﹤0.01%
+200
1244
$4K ﹤0.01%
57
1245
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21
1246
$4K ﹤0.01%
99
1247
$4K ﹤0.01%
191
1248
$4K ﹤0.01%
7
1249
$4K ﹤0.01%
100
1250
$4K ﹤0.01%
80
48 49
50
51 52