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
1251
$4K ﹤0.01%
+125
1252
$4K ﹤0.01%
475
1253
$4K ﹤0.01%
+200
1254
$4K ﹤0.01%
+86
1255
$4K ﹤0.01%
300
1256
$4K ﹤0.01%
200
1257
$4K ﹤0.01%
250
+150
1258
$4K ﹤0.01%
50
1259
$4K ﹤0.01%
300
1260
$3K ﹤0.01%
+23
1261
$3K ﹤0.01%
82
-794
1262
$3K ﹤0.01%
295
1263
$3K ﹤0.01%
153
1264
$3K ﹤0.01%
+25
1265
$3K ﹤0.01%
98
-600
1266
$3K ﹤0.01%
101
-941
1267
$3K ﹤0.01%
80
1268
$3K ﹤0.01%
+60
1269
$3K ﹤0.01%
105
1270
$3K ﹤0.01%
100
1271
$3K ﹤0.01%
+11
1272
$3K ﹤0.01%
+23
1273
$3K ﹤0.01%
700
1274
$3K ﹤0.01%
86
1275
$3K ﹤0.01%
160
49 50
51
52 53