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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
1451
$0 ﹤0.01%
1
1452
– –
-6,100
1453
$0 ﹤0.01%
60
1454
– –
0
1455
– –
-140
1456
– –
-2,336
1457
$0 ﹤0.01%
+9
1458
– –
-107
1459
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-50
1460
– –
-26
1461
– –
-500
1462
– –
-119
1463
– –
-535
1464
$0 ﹤0.01%
9
1465
$0 ﹤0.01%
5
1466
$0 ﹤0.01%
+12
1467
– –
-5,521
1468
$0 ﹤0.01%
+600
1469
$0 ﹤0.01%
40
1470
– –
0
1471
– –
-7
1472
$0 ﹤0.01%
50
1473
– –
-816
1474
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0
1475
– –
-1,578
57 58
59
60 61