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
1251
$12.5K ﹤0.01%
+1,500
1252
$12.5K ﹤0.01%
457
-49
1253
$12.4K ﹤0.01%
351
-4
1254
$12.3K ﹤0.01%
+1,569
1255
$12.3K ﹤0.01%
444
1256
$12.3K ﹤0.01%
158
+18
1257
$12.3K ﹤0.01%
49
1258
$12.2K ﹤0.01%
+101
1259
$12.2K ﹤0.01%
119
+18
1260
$12.2K ﹤0.01%
1,191
-58
1261
$12.2K ﹤0.01%
+1,079
1262
$12.2K ﹤0.01%
3,409
1263
$12.1K ﹤0.01%
+205
1264
$12.1K ﹤0.01%
+302
1265
$12K ﹤0.01%
97
-101
1266
$11.9K ﹤0.01%
352
+10
1267
$11.9K ﹤0.01%
500
-707
1268
$11.9K ﹤0.01%
337
+13
1269
$11.7K ﹤0.01%
532
1270
$11.7K ﹤0.01%
521
1271
$11.7K ﹤0.01%
+700
1272
$11.7K ﹤0.01%
300
1273
$11.7K ﹤0.01%
+5,307
1274
$11.7K ﹤0.01%
110
-23
1275
$11.7K ﹤0.01%
104
-9
49 50
51
52 53