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
1351
$9.17K ﹤0.01%
116
-63
1352
$9.16K ﹤0.01%
167
-131
1353
$9.09K ﹤0.01%
201
+199
1354
$9.09K ﹤0.01%
1,150
1355
$8.99K ﹤0.01%
367
1356
$8.96K ﹤0.01%
226
-11
1357
$8.87K ﹤0.01%
179
+26
1358
$8.81K ﹤0.01%
330
-106
1359
$8.81K ﹤0.01%
159
1360
$8.75K ﹤0.01%
500
1361
$8.75K ﹤0.01%
200
1362
$8.73K ﹤0.01%
210
+2
1363
$8.66K ﹤0.01%
619
+10
1364
$8.54K ﹤0.01%
17
-21
1365
$8.52K ﹤0.01%
182
-2
1366
$8.48K ﹤0.01%
406
1367
$8.41K ﹤0.01%
3,948
1368
$8.39K ﹤0.01%
200
1369
$8.38K ﹤0.01%
1,537
-72
1370
$8.36K ﹤0.01%
148
-1
1371
$8.31K ﹤0.01%
96
-128
1372
$8.3K ﹤0.01%
80
-30
1373
$8.29K ﹤0.01%
126
1374
$8.28K ﹤0.01%
63
+24
1375
$8.24K ﹤0.01%
1,333
53 54
55
56 57