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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
1476
$4K ﹤0.01%
76
1477
$4K ﹤0.01%
1,000
1478
$4K ﹤0.01%
150
1479
$4K ﹤0.01%
400
-125
1480
$4K ﹤0.01%
75
-105
1481
$4K ﹤0.01%
381
1482
$4K ﹤0.01%
756
-756
1483
$4K ﹤0.01%
700
1484
$4K ﹤0.01%
+400
1485
$4K ﹤0.01%
150
1486
$4K ﹤0.01%
185
1487
$4K ﹤0.01%
15
-5
1488
$4K ﹤0.01%
300
-904
1489
$4K ﹤0.01%
629
1490
$4K ﹤0.01%
636
-3,650
1491
$3K ﹤0.01%
66
1492
$3K ﹤0.01%
+100
1493
$3K ﹤0.01%
4
1494
$3K ﹤0.01%
500
1495
$3K ﹤0.01%
206
1496
$3K ﹤0.01%
+58
1497
$3K ﹤0.01%
191
1498
$3K ﹤0.01%
100
1499
$3K ﹤0.01%
170
1500
$3K ﹤0.01%
345
58 59
60
61 62