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
$1.08B
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,045
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$15M
3
+$5.42M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$5.32M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.08M

Top Sells

1
+$4.9M
2
+$3.92M
3
+$3.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.83M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.35M

Sector Composition

1 Technology 6.29%
2 Healthcare 5.56%
3 Industrials 4.2%
4 Financials 3.43%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$6K ﹤0.01%
296
1377
$6K ﹤0.01%
523
-1,436
1378
$6K ﹤0.01%
162
-568
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+500
1380
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309
1381
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1382
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415
1383
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262
+200
1384
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391
1385
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264
+50
1386
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1387
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+951
1388
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500
1389
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86
1390
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300
1391
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1392
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1393
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365
1394
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169
1395
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1,765
1396
$6K ﹤0.01%
84
1397
$6K ﹤0.01%
245
+200
1398
$6K ﹤0.01%
362
1399
$6K ﹤0.01%
+50
1400
$6K ﹤0.01%
200
54 55
56
57 58