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
1476
$5.57K ﹤0.01%
300
-2
1477
$5.52K ﹤0.01%
87
-1
1478
$5.51K ﹤0.01%
30
+18
1479
$5.44K ﹤0.01%
738
1480
$5.38K ﹤0.01%
550
1481
$5.36K ﹤0.01%
92
+8
1482
$5.35K ﹤0.01%
187
-1
1483
$5.32K ﹤0.01%
110
1484
$5.31K ﹤0.01%
194
-346
1485
$5.3K ﹤0.01%
36
1486
$5.28K ﹤0.01%
119
1487
$5.2K ﹤0.01%
16
1488
$5.2K ﹤0.01%
31
-24
1489
$5.16K ﹤0.01%
58
-44
1490
$5.16K ﹤0.01%
19
-3
1491
$5.15K ﹤0.01%
225
+219
1492
$5.07K ﹤0.01%
85
-19
1493
$5.05K ﹤0.01%
250
1494
$5.05K ﹤0.01%
185
1495
$5.04K ﹤0.01%
1,358
1496
$5.01K ﹤0.01%
24
1497
$5.01K ﹤0.01%
55
1498
$5.01K ﹤0.01%
216
1499
$5.01K ﹤0.01%
75
1500
$5K ﹤0.01%
5,625
58 59
60
61 62