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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
$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
1401
$6K ﹤0.01%
125
1402
$6K ﹤0.01%
406
1403
$6K ﹤0.01%
400
1404
$6K ﹤0.01%
454
1405
$6K ﹤0.01%
1,765
1406
$6K ﹤0.01%
84
1407
$6K ﹤0.01%
245
+200
1408
$5K ﹤0.01%
224
1409
$5K ﹤0.01%
863
-3,202
1410
$5K ﹤0.01%
58
1411
$5K ﹤0.01%
154
+2
1412
$5K ﹤0.01%
+1,100
1413
$5K ﹤0.01%
+1,400
1414
$5K ﹤0.01%
125
+2
1415
$5K ﹤0.01%
+52
1416
$5K ﹤0.01%
82
1417
$5K ﹤0.01%
108
1418
$5K ﹤0.01%
304
1419
$5K ﹤0.01%
229
1420
$5K ﹤0.01%
341
1421
$5K ﹤0.01%
2,696
+5
1422
$5K ﹤0.01%
70
-336
1423
$5K ﹤0.01%
162
1424
$5K ﹤0.01%
150
1425
$5K ﹤0.01%
270
-39
55 56
57
58 59