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
1226
$14.1K ﹤0.01%
1,490
1227
$14K ﹤0.01%
875
+68
1228
$14K ﹤0.01%
451
+5
1229
$14K ﹤0.01%
116
+50
1230
$14K ﹤0.01%
300
1231
$13.8K ﹤0.01%
305
1232
$13.7K ﹤0.01%
+500
1233
$13.6K ﹤0.01%
+423
1234
$13.5K ﹤0.01%
405
1235
$13.5K ﹤0.01%
264
+247
1236
$13.5K ﹤0.01%
307
1237
$13.4K ﹤0.01%
35
1238
$13.3K ﹤0.01%
59
+11
1239
$13.3K ﹤0.01%
214
-10
1240
$13.2K ﹤0.01%
227
-10
1241
$13.2K ﹤0.01%
875
1242
$13.1K ﹤0.01%
693
+7
1243
$13K ﹤0.01%
570
+3
1244
$12.9K ﹤0.01%
2,124
+8
1245
$12.9K ﹤0.01%
171
-1
1246
$12.8K ﹤0.01%
230
1247
$12.8K ﹤0.01%
562
-10
1248
$12.8K ﹤0.01%
94
-27
1249
$12.8K ﹤0.01%
2,086
-99
1250
$12.6K ﹤0.01%
297
+2
48 49
50
51 52