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

Top Buys

1
+$17.1M
2
+$15.2M
3
+$4.98M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.49M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.43M

Top Sells

1
+$4.12M
2
+$3.3M
3
+$3.23M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.12M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.79M

Sector Composition

1 Technology 6.29%
2 Healthcare 5.56%
3 Industrials 4.2%
4 Financials 3.38%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$6K ﹤0.01%
44
-200
1402
$6K ﹤0.01%
+175
1403
$6K ﹤0.01%
100
1404
$6K ﹤0.01%
125
1405
$6K ﹤0.01%
406
1406
$6K ﹤0.01%
400
1407
$6K ﹤0.01%
454
1408
$5K ﹤0.01%
+100
1409
$5K ﹤0.01%
300
1410
$5K ﹤0.01%
337
1411
$5K ﹤0.01%
93
1412
$5K ﹤0.01%
119
+2
1413
$5K ﹤0.01%
+52
1414
$5K ﹤0.01%
82
1415
$5K ﹤0.01%
224
1416
$5K ﹤0.01%
108
1417
$5K ﹤0.01%
304
1418
$5K ﹤0.01%
229
1419
$5K ﹤0.01%
341
1420
$5K ﹤0.01%
2,696
+5
1421
$5K ﹤0.01%
70
-336
1422
$5K ﹤0.01%
162
1423
$5K ﹤0.01%
150
1424
$5K ﹤0.01%
270
-39
1425
$5K ﹤0.01%
500
+200
55 56
57
58 59