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
1251
$4K ﹤0.01%
54
+53
1252
$4K ﹤0.01%
+100
1253
– –
0
1254
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+86
1255
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300
1256
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200
1257
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250
+150
1258
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50
1259
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300
1260
$4K ﹤0.01%
+104
1261
$3K ﹤0.01%
+60
1262
$3K ﹤0.01%
+23
1263
$3K ﹤0.01%
82
-794
1264
$3K ﹤0.01%
295
1265
$3K ﹤0.01%
101
-941
1266
$3K ﹤0.01%
80
1267
$3K ﹤0.01%
+60
1268
$3K ﹤0.01%
105
1269
$3K ﹤0.01%
100
1270
$3K ﹤0.01%
153
1271
$3K ﹤0.01%
+11
1272
$3K ﹤0.01%
+25
1273
$3K ﹤0.01%
+23
1274
$3K ﹤0.01%
700
1275
$3K ﹤0.01%
86
49 50
51
52 53