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
1326
$2K ﹤0.01%
25
1327
$2K ﹤0.01%
1,105
+1,000
1328
$2K ﹤0.01%
400
1329
$2K ﹤0.01%
351
1330
$2K ﹤0.01%
48
+47
1331
$2K ﹤0.01%
+250
1332
$2K ﹤0.01%
36
1333
$2K ﹤0.01%
135
1334
$1K ﹤0.01%
15
1335
$1K ﹤0.01%
28
-7
1336
$1K ﹤0.01%
82
1337
$1K ﹤0.01%
200
1338
$1K ﹤0.01%
2
1339
$1K ﹤0.01%
20
+11
1340
$1K ﹤0.01%
+8
1341
$1K ﹤0.01%
38
1342
$1K ﹤0.01%
50
1343
$1K ﹤0.01%
+12
1344
$1K ﹤0.01%
+26
1345
$1K ﹤0.01%
+43
1346
$1K ﹤0.01%
+34
1347
$1K ﹤0.01%
5
1348
$1K ﹤0.01%
+200
1349
$1K ﹤0.01%
+205
1350
$1K ﹤0.01%
+16
52 53
54
55 56