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
1526
$4.56K ﹤0.01%
24
-10
1527
$4.54K ﹤0.01%
200
1528
$4.53K ﹤0.01%
300
1529
$4.53K ﹤0.01%
88
-3
1530
$4.49K ﹤0.01%
50
+15
1531
$4.49K ﹤0.01%
88
-23
1532
$4.46K ﹤0.01%
190
1533
$4.45K ﹤0.01%
19
+10
1534
$4.43K ﹤0.01%
23
1535
$4.42K ﹤0.01%
11
+1
1536
$4.39K ﹤0.01%
25
-1
1537
$4.39K ﹤0.01%
30
+17
1538
$4.37K ﹤0.01%
400
-2,600
1539
$4.34K ﹤0.01%
21
-27
1540
$4.32K ﹤0.01%
51
-16
1541
$4.31K ﹤0.01%
100
1542
$4.3K ﹤0.01%
50
1543
$4.29K ﹤0.01%
90
-43
1544
$4.29K ﹤0.01%
157
1545
$4.29K ﹤0.01%
82
+42
1546
$4.29K ﹤0.01%
53
-2
1547
$4.17K ﹤0.01%
150
1548
$4.14K ﹤0.01%
29
1549
$4.09K ﹤0.01%
156
+33
1550
$4.09K ﹤0.01%
86
+73
60 61
62
63 64