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

Top Buys

1
+$6.15M
2
+$5.35M
3
+$4.31M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.3M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$4.27M

Top Sells

1
+$3.11M
2
+$2.95M
3
+$2.86M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.54M
5
SBUX icon
Starbucks
SBUX
+$2.4M

Sector Composition

1 Healthcare 6.11%
2 Industrials 5.27%
3 Technology 4.89%
4 Financials 4.37%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
$0 ﹤0.01%
25
1502
– –
-2,398
1503
$0 ﹤0.01%
38
1504
– –
-515
1505
– –
-139
1506
– –
-125
1507
– –
-91
1508
– –
-6
1509
– –
-60
1510
$0 ﹤0.01%
4
1511
– –
-5
1512
$0 ﹤0.01%
25
-11
1513
– –
-27,539
1514
$0 ﹤0.01%
1,590
1515
$0 ﹤0.01%
5
1516
– –
-2,800
1517
– –
-400
1518
$0 ﹤0.01%
5
1519
$0 ﹤0.01%
+40
1520
– –
0
1521
– –
-23
1522
– –
-12,234
57 58 59 60
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