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
1501
$4.99K ﹤0.01%
238
1502
$4.96K ﹤0.01%
+208
1503
$4.95K ﹤0.01%
211
1504
$4.93K ﹤0.01%
85
1505
$4.9K ﹤0.01%
109
+1
1506
$4.89K ﹤0.01%
31
+13
1507
$4.88K ﹤0.01%
46
-2
1508
$4.88K ﹤0.01%
86
1509
$4.86K ﹤0.01%
9
-1
1510
$4.86K ﹤0.01%
520
1511
$4.82K ﹤0.01%
185
1512
$4.81K ﹤0.01%
28
-3
1513
$4.8K ﹤0.01%
246
1514
$4.78K ﹤0.01%
139
1515
$4.77K ﹤0.01%
269
+108
1516
$4.76K ﹤0.01%
117
1517
$4.74K ﹤0.01%
652
1518
$4.71K ﹤0.01%
67
-3
1519
$4.7K ﹤0.01%
36
+2
1520
$4.66K ﹤0.01%
391
1521
$4.66K ﹤0.01%
60
1522
$4.65K ﹤0.01%
135
1523
$4.62K ﹤0.01%
70
-10
1524
$4.58K ﹤0.01%
781
+19
1525
$4.58K ﹤0.01%
5,000
59 60
61
62 63