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
1351
$1K ﹤0.01%
+26
1352
$1K ﹤0.01%
55
1353
$1K ﹤0.01%
450
1354
$1K ﹤0.01%
15
1355
$1K ﹤0.01%
47
1356
$1K ﹤0.01%
18
1357
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+12
1358
$1K ﹤0.01%
436
+369
1359
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20
1360
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27
1361
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26
1362
$1K ﹤0.01%
11
1363
$1K ﹤0.01%
+80
1364
$1K ﹤0.01%
140
1365
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17
1366
$1K ﹤0.01%
+29
1367
$1K ﹤0.01%
6
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$1K ﹤0.01%
+5
1369
$1K ﹤0.01%
11
1370
– –
0
1371
$1K ﹤0.01%
38
1372
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100
+90
1373
$1K ﹤0.01%
51
1374
$1K ﹤0.01%
20
1375
$1K ﹤0.01%
36
53 54
55
56 57