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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
$1.08B
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,045
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$15M
3
+$5.42M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$5.32M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.08M

Top Sells

1
+$4.9M
2
+$3.92M
3
+$3.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.83M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.35M

Sector Composition

1 Technology 6.29%
2 Healthcare 5.56%
3 Industrials 4.2%
4 Financials 3.43%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$4K ﹤0.01%
710
-3,500
1452
$4K ﹤0.01%
303
+100
1453
$4K ﹤0.01%
+400
1454
$4K ﹤0.01%
900
-300
1455
$4K ﹤0.01%
68
-152
1456
$4K ﹤0.01%
398
1457
$4K ﹤0.01%
400
1458
$4K ﹤0.01%
276
+7
1459
$4K ﹤0.01%
200
1460
$4K ﹤0.01%
150
1461
$4K ﹤0.01%
190
1462
$4K ﹤0.01%
700
1463
$4K ﹤0.01%
338
1464
$4K ﹤0.01%
150
1465
$4K ﹤0.01%
25
1466
$4K ﹤0.01%
184
+3
1467
$4K ﹤0.01%
65
1468
$4K ﹤0.01%
300
1469
$4K ﹤0.01%
125
-1,000
1470
$4K ﹤0.01%
30
1471
$4K ﹤0.01%
141
1472
$4K ﹤0.01%
100
1473
$4K ﹤0.01%
500
-200
1474
$4K ﹤0.01%
246
-23
1475
$4K ﹤0.01%
638
+1
57 58
59
60 61