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
1351
$7K ﹤0.01%
+774
1352
$7K ﹤0.01%
351
1353
$7K ﹤0.01%
416
1354
$7K ﹤0.01%
100
-200
1355
$7K ﹤0.01%
220
-52
1356
$7K ﹤0.01%
+310
1357
$7K ﹤0.01%
139
-54
1358
$7K ﹤0.01%
300
1359
$7K ﹤0.01%
500
1360
$7K ﹤0.01%
195
-885
1361
$7K ﹤0.01%
75
+5
1362
$7K ﹤0.01%
254
-11
1363
$7K ﹤0.01%
300
1364
$6K ﹤0.01%
384
-664
1365
$6K ﹤0.01%
159
1366
$6K ﹤0.01%
100
1367
$6K ﹤0.01%
2,000
1368
$6K ﹤0.01%
296
1369
$6K ﹤0.01%
523
-1,436
1370
$6K ﹤0.01%
162
-568
1371
$6K ﹤0.01%
+500
1372
$6K ﹤0.01%
309
1373
$6K ﹤0.01%
64
1374
$6K ﹤0.01%
415
1375
$6K ﹤0.01%
262
+200
53 54
55
56 57