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
1326
$8K ﹤0.01%
220
1327
$8K ﹤0.01%
186
1328
$8K ﹤0.01%
433
1329
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86
1330
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740
-24
1331
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300
-200
1332
$7K ﹤0.01%
500
1333
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740
1334
$7K ﹤0.01%
525
+200
1335
$7K ﹤0.01%
+400
1336
$7K ﹤0.01%
538
1337
$7K ﹤0.01%
278
-1,444
1338
$7K ﹤0.01%
173
-92
1339
$7K ﹤0.01%
331
-847
1340
$7K ﹤0.01%
500
-300
1341
$7K ﹤0.01%
408
1342
$7K ﹤0.01%
305
1343
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281
1344
$7K ﹤0.01%
325
1345
$7K ﹤0.01%
25
1346
$7K ﹤0.01%
209
1347
$7K ﹤0.01%
76
1348
$7K ﹤0.01%
225
1349
$7K ﹤0.01%
245
+2
1350
$7K ﹤0.01%
284
52 53
54
55 56