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
1576
$2K ﹤0.01%
1,209
1577
$2K ﹤0.01%
590
+100
1578
$2K ﹤0.01%
200
1579
$2K ﹤0.01%
250
1580
$2K ﹤0.01%
+15
1581
$2K ﹤0.01%
66
1582
$2K ﹤0.01%
35
+1
1583
$2K ﹤0.01%
49
1584
$2K ﹤0.01%
682
+61
1585
$2K ﹤0.01%
185
1586
$2K ﹤0.01%
75
1587
$2K ﹤0.01%
+100
1588
$2K ﹤0.01%
103
+1
1589
$2K ﹤0.01%
306
+6
1590
$2K ﹤0.01%
201
1591
$2K ﹤0.01%
134
1592
$2K ﹤0.01%
+63
1593
$2K ﹤0.01%
500
-1,171
1594
$2K ﹤0.01%
39
+27
1595
$2K ﹤0.01%
+205
1596
$2K ﹤0.01%
74
+33
1597
$2K ﹤0.01%
555
+465
1598
$2K ﹤0.01%
133
1599
$2K ﹤0.01%
+500
1600
$2K ﹤0.01%
258
62 63
64
65 66