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
$1.08B
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,045
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$15.2M
3
+$4.98M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.49M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.43M

Top Sells

1
+$4.12M
2
+$3.3M
3
+$3.23M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.12M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$2.79M

Sector Composition

1 Technology 6.29%
2 Healthcare 5.56%
3 Industrials 4.2%
4 Financials 3.38%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$3K ﹤0.01%
500
-518
1527
$3K ﹤0.01%
339
-98
1528
$3K ﹤0.01%
125
1529
$3K ﹤0.01%
217
+1
1530
$3K ﹤0.01%
285
1531
$3K ﹤0.01%
105
1532
$3K ﹤0.01%
47
-48
1533
$3K ﹤0.01%
500
1534
$3K ﹤0.01%
+400
1535
$3K ﹤0.01%
84
1536
$3K ﹤0.01%
8,200
1537
$2K ﹤0.01%
100
-2,070
1538
$2K ﹤0.01%
41
1539
$2K ﹤0.01%
25
1540
$2K ﹤0.01%
97
1541
$2K ﹤0.01%
51
+1
1542
$2K ﹤0.01%
750
1543
$2K ﹤0.01%
100
1544
$2K ﹤0.01%
+225
1545
$2K ﹤0.01%
+5
1546
$2K ﹤0.01%
+89
1547
$2K ﹤0.01%
100
1548
$2K ﹤0.01%
100
-100
1549
$2K ﹤0.01%
1,470
1550
$2K ﹤0.01%
55
-25
60 61
62
63 64