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
$1.08B
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,045
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$15.2M
3
+$4.98M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.49M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.43M

Top Sells

1
+$4.12M
2
+$3.3M
3
+$3.23M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.12M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.79M

Sector Composition

1 Technology 6.29%
2 Healthcare 5.56%
3 Industrials 4.2%
4 Financials 3.38%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$9K ﹤0.01%
+715
1277
$9K ﹤0.01%
100
1278
$9K ﹤0.01%
382
+9
1279
$9K ﹤0.01%
700
-1,000
1280
$9K ﹤0.01%
155
1281
$9K ﹤0.01%
598
-597
1282
$9K ﹤0.01%
600
-2,698
1283
$9K ﹤0.01%
444
+8
1284
$9K ﹤0.01%
120
1285
$9K ﹤0.01%
+686
1286
$9K ﹤0.01%
1,658
+1,458
1287
$9K ﹤0.01%
324
-552
1288
$9K ﹤0.01%
300
1289
$9K ﹤0.01%
900
-190
1290
$9K ﹤0.01%
1,700
1291
$9K ﹤0.01%
164
1292
$9K ﹤0.01%
140
1293
$9K ﹤0.01%
32
1294
$9K ﹤0.01%
288
1295
$9K ﹤0.01%
184
-6
1296
$9K ﹤0.01%
287
1297
$9K ﹤0.01%
329
1298
$9K ﹤0.01%
+300
1299
$9K ﹤0.01%
350
-250
1300
$9K ﹤0.01%
+130
50 51
52
53 54