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
1301
$10.7K ﹤0.01%
241
+30
1302
$10.7K ﹤0.01%
321
1303
$10.6K ﹤0.01%
158
-2
1304
$10.6K ﹤0.01%
72
-23
1305
$10.6K ﹤0.01%
410
+17
1306
$10.5K ﹤0.01%
1,697
+783
1307
$10.5K ﹤0.01%
600
1308
$10.5K ﹤0.01%
353
-5
1309
$10.4K ﹤0.01%
48
-13
1310
$10.4K ﹤0.01%
75
-35
1311
$10.4K ﹤0.01%
585
+150
1312
$10.2K ﹤0.01%
100
1313
$10.2K ﹤0.01%
225
1314
$10.2K ﹤0.01%
555
+315
1315
$10.1K ﹤0.01%
353
-652
1316
$10.1K ﹤0.01%
90
+40
1317
$10.1K ﹤0.01%
181
1318
$10.1K ﹤0.01%
420
1319
$10K ﹤0.01%
68
-1,072
1320
$10K ﹤0.01%
128
+3
1321
$10K ﹤0.01%
330
+23
1322
$10K ﹤0.01%
200
1323
$10K ﹤0.01%
743
1324
$9.94K ﹤0.01%
225
+172
1325
$9.92K ﹤0.01%
253
51 52
53
54 55