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
1551
$4K ﹤0.01%
24
1552
$3.96K ﹤0.01%
52
-4
1553
$3.95K ﹤0.01%
171
+43
1554
$3.93K ﹤0.01%
60
1555
$3.91K ﹤0.01%
76
1556
$3.88K ﹤0.01%
+400
1557
$3.83K ﹤0.01%
140
-2,003
1558
$3.82K ﹤0.01%
90
-2,645
1559
$3.82K ﹤0.01%
313
1560
$3.82K ﹤0.01%
50
1561
$3.81K ﹤0.01%
+100
1562
$3.79K ﹤0.01%
58
-23
1563
$3.77K ﹤0.01%
15
-18
1564
$3.76K ﹤0.01%
180
-18
1565
$3.73K ﹤0.01%
1,580
1566
$3.72K ﹤0.01%
67
+21
1567
$3.72K ﹤0.01%
737
1568
$3.71K ﹤0.01%
16
-20
1569
$3.7K ﹤0.01%
669
1570
$3.69K ﹤0.01%
42
+6
1571
$3.69K ﹤0.01%
97
-139
1572
$3.66K ﹤0.01%
228
1573
$3.66K ﹤0.01%
191
1574
$3.65K ﹤0.01%
279
-52
1575
$3.64K ﹤0.01%
40
-1
61 62
63
64 65