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
1326
$9.84K ﹤0.01%
100
1327
$9.82K ﹤0.01%
430
1328
$9.79K ﹤0.01%
83
-51
1329
$9.77K ﹤0.01%
108
+2
1330
$9.73K ﹤0.01%
340
1331
$9.69K ﹤0.01%
94
+43
1332
$9.65K ﹤0.01%
111
+5
1333
$9.61K ﹤0.01%
251
-2
1334
$9.52K ﹤0.01%
70
+6
1335
$9.49K ﹤0.01%
62
1336
$9.46K ﹤0.01%
251
-419
1337
$9.45K ﹤0.01%
2,500
1338
$9.45K ﹤0.01%
1,059
+1,015
1339
$9.41K ﹤0.01%
400
1340
$9.36K ﹤0.01%
228
1341
$9.35K ﹤0.01%
1,811
-50
1342
$9.33K ﹤0.01%
686
1343
$9.32K ﹤0.01%
219
1344
$9.32K ﹤0.01%
1,245
1345
$9.28K ﹤0.01%
219
+90
1346
$9.25K ﹤0.01%
237
1347
$9.22K ﹤0.01%
120
-61
1348
$9.18K ﹤0.01%
340
-70
1349
$9.18K ﹤0.01%
7
-9
1350
$9.17K ﹤0.01%
500
-500
52 53
54
55 56