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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
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
+$6.15M
2
+$5.35M
3
+$4.31M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.3M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$4.27M

Top Sells

1
+$3.11M
2
+$2.95M
3
+$2.86M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.54M
5
SBUX icon
Starbucks
SBUX
+$2.4M

Sector Composition

1 Healthcare 6.11%
2 Industrials 5.27%
3 Technology 4.89%
4 Financials 4.37%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$1K ﹤0.01%
300
1377
$1K ﹤0.01%
+115
1378
$1K ﹤0.01%
+142
1379
$1K ﹤0.01%
83
1380
$1K ﹤0.01%
50
1381
$1K ﹤0.01%
18
1382
$1K ﹤0.01%
15
1383
$1K ﹤0.01%
+1,000
1384
$1K ﹤0.01%
+400
1385
$1K ﹤0.01%
2
1386
$1K ﹤0.01%
+200
1387
$1K ﹤0.01%
+205
1388
$1K ﹤0.01%
+16
1389
$1K ﹤0.01%
+26
1390
$1K ﹤0.01%
100
+90
1391
$1K ﹤0.01%
+47
1392
$1K ﹤0.01%
91
1393
$1K ﹤0.01%
+1
1394
$1K ﹤0.01%
40
1395
– –
-1,451
1396
– –
-1,500
1397
– –
-48
1398
– –
-1,377
1399
– –
-174
1400
– –
-2,512
54 55
56
57 58