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
$724M
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,523
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$5.23M
3
+$4.31M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.25M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$4.14M

Top Sells

1
+$3.1M
2
+$2.85M
3
+$2.84M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.46M
5
SBUX icon
Starbucks
SBUX
+$2.41M

Sector Composition

1 Healthcare 6.11%
2 Industrials 5.27%
3 Technology 4.89%
4 Financials 4.23%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.1M 0.15%
29,298
+3,238
127
$1.1M 0.15%
+35,654
128
$1.09M 0.15%
16,901
+4,450
129
$1.09M 0.15%
13,713
-353
130
$1.08M 0.15%
+50,126
131
$1.08M 0.15%
17,950
+1,479
132
$1.02M 0.14%
+38,711
133
$994K 0.14%
18,587
-2,157
134
$991K 0.14%
31,529
+28,858
135
$990K 0.14%
5,789
-3
136
$983K 0.14%
20,915
+5,490
137
$978K 0.14%
35,656
+7,594
138
$975K 0.13%
39,223
+1,762
139
$959K 0.13%
48,614
+912
140
$954K 0.13%
8,737
-2,110
141
$940K 0.13%
18,234
+17,529
142
$938K 0.13%
44,491
+4,535
143
$937K 0.13%
15,065
-1,631
144
$930K 0.13%
+66,600
145
$928K 0.13%
+36,756
146
$914K 0.13%
4,581
+634
147
$913K 0.13%
33,768
-3,295
148
$910K 0.13%
10,366
+1,022
149
$909K 0.13%
12,577
+220
150
$909K 0.13%
51,621
+3,333
4 5
6
7 8