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
1551
$2K ﹤0.01%
38
1552
$2K ﹤0.01%
56
-880
1553
$2K ﹤0.01%
200
+81
1554
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108
1555
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200
1556
$2K ﹤0.01%
+50
1557
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47
1558
$2K ﹤0.01%
100
1559
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27
1560
$2K ﹤0.01%
83
-293
1561
$2K ﹤0.01%
74
1562
$2K ﹤0.01%
+176
1563
$2K ﹤0.01%
14
1564
$2K ﹤0.01%
73
1565
$2K ﹤0.01%
+35
1566
$2K ﹤0.01%
100
1567
$2K ﹤0.01%
+35
1568
$2K ﹤0.01%
41
1569
$2K ﹤0.01%
95
1570
$2K ﹤0.01%
531
+15
1571
$2K ﹤0.01%
19
1572
$2K ﹤0.01%
50
-1,220
1573
$2K ﹤0.01%
+38
1574
$2K ﹤0.01%
+15
1575
$2K ﹤0.01%
+100
61 62
63
64 65