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
1301
$2K ﹤0.01%
+1,500
1302
$2K ﹤0.01%
60
+26
1303
$2K ﹤0.01%
31
-74
1304
$2K ﹤0.01%
+200
1305
$2K ﹤0.01%
47
1306
$2K ﹤0.01%
40
1307
$2K ﹤0.01%
26
1308
$2K ﹤0.01%
30
1309
$2K ﹤0.01%
125
+3
1310
$2K ﹤0.01%
74
1311
$2K ﹤0.01%
73
1312
$2K ﹤0.01%
588
1313
$2K ﹤0.01%
15
1314
$2K ﹤0.01%
+286
1315
$2K ﹤0.01%
102
+2
1316
$2K ﹤0.01%
+15
1317
$2K ﹤0.01%
40
1318
$2K ﹤0.01%
+22
1319
$2K ﹤0.01%
125
1320
$2K ﹤0.01%
55
1321
$2K ﹤0.01%
+71
1322
$2K ﹤0.01%
276
1323
$2K ﹤0.01%
+159
1324
$2K ﹤0.01%
75
1325
$2K ﹤0.01%
+2
51 52
53
54 55