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
1276
$3K ﹤0.01%
39
1277
$3K ﹤0.01%
+8
1278
$3K ﹤0.01%
24
1279
$3K ﹤0.01%
+1,000
1280
$3K ﹤0.01%
569
1281
$3K ﹤0.01%
62
1282
$3K ﹤0.01%
100
1283
$3K ﹤0.01%
400
1284
$3K ﹤0.01%
155
+47
1285
$3K ﹤0.01%
+500
1286
$3K ﹤0.01%
+60
1287
$3K ﹤0.01%
+300
1288
$3K ﹤0.01%
25
1289
$3K ﹤0.01%
+131
1290
$3K ﹤0.01%
97
+50
1291
$3K ﹤0.01%
360
1292
$3K ﹤0.01%
1,200
1293
$3K ﹤0.01%
100
1294
$3K ﹤0.01%
13
1295
$2K ﹤0.01%
38
1296
$2K ﹤0.01%
+58
1297
$2K ﹤0.01%
18
1298
$2K ﹤0.01%
47
1299
$2K ﹤0.01%
40
1300
$2K ﹤0.01%
26
50 51
52
53 54