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
1551
$2K ﹤0.01%
495
1552
$2K ﹤0.01%
+2,104
1553
$2K ﹤0.01%
300
1554
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45
-25
1555
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75
1556
$2K ﹤0.01%
100
-2,070
1557
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41
1558
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25
1559
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97
1560
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51
+1
1561
$2K ﹤0.01%
750
1562
$2K ﹤0.01%
100
1563
$2K ﹤0.01%
+225
1564
$2K ﹤0.01%
+5
1565
$2K ﹤0.01%
+89
1566
$2K ﹤0.01%
100
1567
$2K ﹤0.01%
100
-100
1568
$2K ﹤0.01%
1,470
1569
$2K ﹤0.01%
27
1570
$2K ﹤0.01%
83
-293
1571
$2K ﹤0.01%
74
1572
$2K ﹤0.01%
73
1573
$2K ﹤0.01%
+35
1574
$2K ﹤0.01%
100
1575
$2K ﹤0.01%
+35
61 62
63
64 65