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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
1401
– –
-23
1402
– –
-77,802
1403
– –
-300
1404
$0 ﹤0.01%
2
1405
$0 ﹤0.01%
28
1406
– –
-57
1407
– –
-475
1408
– –
-825
1409
– –
-202
1410
$0 ﹤0.01%
10
1411
– –
-600
1412
$0 ﹤0.01%
+7
1413
– –
-960
1414
$0 ﹤0.01%
5
1415
– –
-56
1416
$0 ﹤0.01%
11
1417
$0 ﹤0.01%
24
1418
– –
-51
1419
– –
-10
1420
$0 ﹤0.01%
40
1421
– –
-6,685
1422
– –
-17,351
1423
– –
-407
1424
– –
-247
1425
– –
0
55 56
57
58 59