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
$1.08B
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,045
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$15.2M
3
+$4.98M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.49M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.43M

Top Sells

1
+$4.12M
2
+$3.3M
3
+$3.23M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.12M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.79M

Sector Composition

1 Technology 6.29%
2 Healthcare 5.56%
3 Industrials 4.2%
4 Financials 3.38%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$11K ﹤0.01%
118
1227
$11K ﹤0.01%
163
-8
1228
$11K ﹤0.01%
124
1229
$11K ﹤0.01%
644
1230
$11K ﹤0.01%
164
+151
1231
$11K ﹤0.01%
861
-225
1232
$11K ﹤0.01%
435
-172
1233
$11K ﹤0.01%
470
1234
$11K ﹤0.01%
1,575
+949
1235
$11K ﹤0.01%
213
1236
$11K ﹤0.01%
91
1237
$11K ﹤0.01%
665
-724
1238
$11K ﹤0.01%
1,245
1239
$11K ﹤0.01%
+341
1240
$11K ﹤0.01%
110
1241
$11K ﹤0.01%
190
1242
$11K ﹤0.01%
272
1243
$11K ﹤0.01%
900
1244
$11K ﹤0.01%
1,217
1245
$10K ﹤0.01%
427
1246
$10K ﹤0.01%
200
1247
$10K ﹤0.01%
249
1248
$10K ﹤0.01%
338
1249
$10K ﹤0.01%
1,230
-750
1250
$10K ﹤0.01%
648
48 49
50
51 52