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
1276
$11.6K ﹤0.01%
150
1277
$11.6K ﹤0.01%
139
-16
1278
$11.6K ﹤0.01%
500
1279
$11.6K ﹤0.01%
1,386
-975
1280
$11.6K ﹤0.01%
309
+4
1281
$11.6K ﹤0.01%
453
1282
$11.5K ﹤0.01%
361
-21
1283
$11.4K ﹤0.01%
700
1284
$11.4K ﹤0.01%
97
-87
1285
$11.3K ﹤0.01%
631
-412
1286
$11.3K ﹤0.01%
+240
1287
$11.3K ﹤0.01%
10,000
1288
$11.3K ﹤0.01%
+228
1289
$11.3K ﹤0.01%
107
1290
$11.2K ﹤0.01%
1,000
1291
$11.2K ﹤0.01%
89
1292
$11.2K ﹤0.01%
184
+1
1293
$11.1K ﹤0.01%
53
+5
1294
$11.1K ﹤0.01%
457
+33
1295
$11K ﹤0.01%
91
-5
1296
$10.9K ﹤0.01%
1,384
-65
1297
$10.9K ﹤0.01%
130
+17
1298
$10.9K ﹤0.01%
163
1299
$10.8K ﹤0.01%
343
-1
1300
$10.8K ﹤0.01%
642
50 51
52
53 54