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
1451
$6.03K ﹤0.01%
155
-2,515
1452
$6.01K ﹤0.01%
889
+31
1453
$6K ﹤0.01%
1,443
1454
$5.99K ﹤0.01%
45
1455
$5.98K ﹤0.01%
+117
1456
$5.93K ﹤0.01%
111
-2
1457
$5.91K ﹤0.01%
+310
1458
$5.91K ﹤0.01%
60
-31
1459
$5.9K ﹤0.01%
300
-4
1460
$5.9K ﹤0.01%
134
-64
1461
$5.88K ﹤0.01%
365
1462
$5.88K ﹤0.01%
188
+105
1463
$5.86K ﹤0.01%
177
+5
1464
$5.86K ﹤0.01%
100
1465
$5.83K ﹤0.01%
54
-4
1466
$5.82K ﹤0.01%
40
-143
1467
$5.8K ﹤0.01%
500
1468
$5.79K ﹤0.01%
236
+6
1469
$5.77K ﹤0.01%
61
+6
1470
$5.75K ﹤0.01%
456
-226
1471
$5.73K ﹤0.01%
32
-1
1472
$5.7K ﹤0.01%
53
1473
$5.69K ﹤0.01%
82
-5
1474
$5.64K ﹤0.01%
51
-3
1475
$5.59K ﹤0.01%
+200
57 58
59
60 61