AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$6.15M
2
+$5.35M
3
+$4.31M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.3M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$4.27M

Top Sells

1
+$3.11M
2
+$2.95M
3
+$2.86M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.54M
5
SBUX icon
Starbucks
SBUX
+$2.4M

Sector Composition

1 Healthcare 6.11%
2 Industrials 5.27%
3 Technology 4.89%
4 Financials 4.37%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$2K ﹤0.01%
139
+1
1327
$2K ﹤0.01%
+159
1328
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75
1329
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+2
1330
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25
1331
$2K ﹤0.01%
1,105
+1,000
1332
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36
1333
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28
-7
1334
$1K ﹤0.01%
82
1335
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+8
1336
$1K ﹤0.01%
38
1337
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50
1338
$1K ﹤0.01%
+12
1339
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+26
1340
$1K ﹤0.01%
20
1341
$1K ﹤0.01%
27
1342
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26
1343
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1344
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140
1345
$1K ﹤0.01%
17
1346
$1K ﹤0.01%
+29
1347
– –
0
1348
$1K ﹤0.01%
20
1349
$1K ﹤0.01%
+115
1350
$1K ﹤0.01%
+142
52 53
54
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