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
1401
$7.62K ﹤0.01%
182
-1,101
1402
$7.59K ﹤0.01%
94
1403
$7.56K ﹤0.01%
148
-11
1404
$7.55K ﹤0.01%
123
1405
$7.53K ﹤0.01%
32
1406
$7.46K ﹤0.01%
+150
1407
$7.4K ﹤0.01%
109
-4
1408
$7.4K ﹤0.01%
428
-304
1409
$7.36K ﹤0.01%
179
+11
1410
$7.33K ﹤0.01%
1,600
1411
$7.26K ﹤0.01%
55
1412
$7.18K ﹤0.01%
+90
1413
$7.09K ﹤0.01%
+180
1414
$7.04K ﹤0.01%
167
+1
1415
$7.03K ﹤0.01%
270
1416
$6.99K ﹤0.01%
695
1417
$6.99K ﹤0.01%
141
-7
1418
$6.95K ﹤0.01%
123
+6
1419
$6.95K ﹤0.01%
205
-120
1420
$6.86K ﹤0.01%
1,718
1421
$6.83K ﹤0.01%
95
+40
1422
$6.83K ﹤0.01%
29
-13
1423
$6.81K ﹤0.01%
150
1424
$6.79K ﹤0.01%
180
1425
$6.78K ﹤0.01%
700
55 56
57
58 59