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
1426
$5K ﹤0.01%
90
1427
$5K ﹤0.01%
200
1428
$5K ﹤0.01%
57
1429
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351
1430
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187
1431
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213
1432
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107
+54
1433
$5K ﹤0.01%
303
1434
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100
1435
$5K ﹤0.01%
863
-3,202
1436
$5K ﹤0.01%
60
1437
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546
1438
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112
1439
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58
1440
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154
+2
1441
$5K ﹤0.01%
+1,100
1442
$5K ﹤0.01%
+1,400
1443
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35
1444
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347
-198
1445
$5K ﹤0.01%
350
1446
$5K ﹤0.01%
322
1447
$5K ﹤0.01%
+150
1448
$4K ﹤0.01%
100
1449
$4K ﹤0.01%
381
1450
$4K ﹤0.01%
756
-756
56 57
58
59 60