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
1376
$8.17K ﹤0.01%
66
-47
1377
$8.12K ﹤0.01%
238
-75
1378
$8.12K ﹤0.01%
145
-57
1379
$8.1K ﹤0.01%
3
-10
1380
$8.08K ﹤0.01%
146
1381
$8.04K ﹤0.01%
101
-21
1382
$8.01K ﹤0.01%
406
1383
$7.96K ﹤0.01%
88
-409
1384
$7.95K ﹤0.01%
100
1385
$7.92K ﹤0.01%
75
1386
$7.9K ﹤0.01%
349
-2
1387
$7.87K ﹤0.01%
217
+4
1388
$7.84K ﹤0.01%
1,285
1389
$7.84K ﹤0.01%
205
1390
$7.84K ﹤0.01%
439
+34
1391
$7.79K ﹤0.01%
108
+99
1392
$7.78K ﹤0.01%
823
1393
$7.77K ﹤0.01%
1,176
-80
1394
$7.75K ﹤0.01%
500
1395
$7.75K ﹤0.01%
109
1396
$7.74K ﹤0.01%
301
+22
1397
$7.73K ﹤0.01%
665
-200
1398
$7.71K ﹤0.01%
1,000
1399
$7.65K ﹤0.01%
200
1400
$7.65K ﹤0.01%
20
+1
54 55
56
57 58