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
1376
$1K ﹤0.01%
+138
1377
$1K ﹤0.01%
+47
1378
$1K ﹤0.01%
91
1379
$1K ﹤0.01%
16
1380
$1K ﹤0.01%
202
1381
$1K ﹤0.01%
+13
1382
$1K ﹤0.01%
+1
1383
$1K ﹤0.01%
40
1384
$1K ﹤0.01%
196
1385
$1K ﹤0.01%
8
1386
$1K ﹤0.01%
48
1387
$1K ﹤0.01%
300
1388
$1K ﹤0.01%
+115
1389
$1K ﹤0.01%
+142
1390
$1K ﹤0.01%
83
1391
$1K ﹤0.01%
50
1392
$1K ﹤0.01%
18
1393
$1K ﹤0.01%
15
1394
$1K ﹤0.01%
+1,000
1395
$1K ﹤0.01%
+400
1396
– –
-202
1397
– –
-77,802
1398
– –
-300
1399
– –
-1,500
1400
$0 ﹤0.01%
2
54 55
56
57 58