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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
1426
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0
1427
– –
-1,080
1428
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-320
1429
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-144
1430
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-2,050
1431
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-369
1432
– –
-900
1433
– –
0
1434
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-45
1435
– –
-4,701
1436
– –
-500
1437
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0
1438
$0 ﹤0.01%
1
1439
– –
-4
1440
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-1,010
1441
$0 ﹤0.01%
100
1442
$0 ﹤0.01%
1
1443
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-180
1444
– –
-3,927
1445
– –
-224
1446
– –
-1,639
1447
$0 ﹤0.01%
19
1448
– –
-500
1449
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-24
1450
$0 ﹤0.01%
32
56 57
58
59 60