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
1426
$6.77K ﹤0.01%
256
+88
1427
$6.73K ﹤0.01%
66
-2
1428
$6.73K ﹤0.01%
91
1429
$6.71K ﹤0.01%
500
1430
$6.71K ﹤0.01%
277
1431
$6.68K ﹤0.01%
100
+30
1432
$6.63K ﹤0.01%
+81
1433
$6.61K ﹤0.01%
137
+114
1434
$6.51K ﹤0.01%
280
1435
$6.48K ﹤0.01%
102
1436
$6.45K ﹤0.01%
110
1437
$6.45K ﹤0.01%
77
+12
1438
$6.44K ﹤0.01%
109
1439
$6.43K ﹤0.01%
34
+5
1440
$6.4K ﹤0.01%
45
-7
1441
$6.4K ﹤0.01%
96
1442
$6.39K ﹤0.01%
507
+16
1443
$6.37K ﹤0.01%
300
1444
$6.37K ﹤0.01%
245
-45
1445
$6.36K ﹤0.01%
57
-776
1446
$6.36K ﹤0.01%
1,200
1447
$6.35K ﹤0.01%
120
-235
1448
$6.35K ﹤0.01%
1
1449
$6.28K ﹤0.01%
200
1450
$6.16K ﹤0.01%
1,800
+150
56 57
58
59 60