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
1276
$3K ﹤0.01%
160
1277
$3K ﹤0.01%
39
1278
$3K ﹤0.01%
+8
1279
$3K ﹤0.01%
24
1280
$3K ﹤0.01%
+1,000
1281
$3K ﹤0.01%
569
1282
$3K ﹤0.01%
62
1283
$3K ﹤0.01%
100
1284
$3K ﹤0.01%
400
1285
$3K ﹤0.01%
155
+47
1286
$3K ﹤0.01%
+500
1287
$3K ﹤0.01%
+300
1288
$3K ﹤0.01%
98
-600
1289
$3K ﹤0.01%
25
1290
$3K ﹤0.01%
+131
1291
$3K ﹤0.01%
97
+50
1292
$3K ﹤0.01%
360
1293
$3K ﹤0.01%
1,200
1294
$3K ﹤0.01%
100
1295
$3K ﹤0.01%
13
1296
$2K ﹤0.01%
139
+1
1297
$2K ﹤0.01%
38
1298
$2K ﹤0.01%
+58
1299
$2K ﹤0.01%
18
1300
$2K ﹤0.01%
+27
50 51
52
53 54