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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
1526
$3K ﹤0.01%
8,200
1527
$3K ﹤0.01%
+300
1528
$3K ﹤0.01%
7
1529
$3K ﹤0.01%
60
-1,810
1530
$3K ﹤0.01%
737
1531
$3K ﹤0.01%
76
1532
$3K ﹤0.01%
500
-518
1533
$3K ﹤0.01%
339
-98
1534
$3K ﹤0.01%
125
1535
$3K ﹤0.01%
500
1536
$3K ﹤0.01%
217
+1
1537
$2K ﹤0.01%
66
1538
$2K ﹤0.01%
35
+1
1539
$2K ﹤0.01%
49
1540
$2K ﹤0.01%
+100
1541
$2K ﹤0.01%
+176
1542
$2K ﹤0.01%
100
-2,070
1543
$2K ﹤0.01%
41
1544
$2K ﹤0.01%
25
1545
$2K ﹤0.01%
97
1546
$2K ﹤0.01%
51
+1
1547
$2K ﹤0.01%
750
1548
$2K ﹤0.01%
100
1549
$2K ﹤0.01%
+225
1550
$2K ﹤0.01%
+5
60 61
62
63 64