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
1301
$8K ﹤0.01%
427
+6
1302
$8K ﹤0.01%
117
1303
$8K ﹤0.01%
296
1304
$8K ﹤0.01%
393
-8
1305
$8K ﹤0.01%
145
1306
$8K ﹤0.01%
181
-230
1307
$8K ﹤0.01%
681
1308
$8K ﹤0.01%
327
1309
$8K ﹤0.01%
1,327
1310
$8K ﹤0.01%
1,655
1311
$8K ﹤0.01%
93
1312
$8K ﹤0.01%
146
1313
$8K ﹤0.01%
100
1314
$8K ﹤0.01%
630
1315
$8K ﹤0.01%
2,423
1316
$8K ﹤0.01%
333
1317
$8K ﹤0.01%
+1,000
1318
$8K ﹤0.01%
214
1319
$8K ﹤0.01%
1,679
-109
1320
$8K ﹤0.01%
435
1321
$8K ﹤0.01%
180
1322
$8K ﹤0.01%
+200
1323
$8K ﹤0.01%
92
1324
$8K ﹤0.01%
713
-22
1325
$8K ﹤0.01%
+50
51 52
53
54 55