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
1601
$2K ﹤0.01%
500
-1,171
1602
$2K ﹤0.01%
39
+27
1603
$2K ﹤0.01%
+205
1604
$2K ﹤0.01%
74
+33
1605
$2K ﹤0.01%
555
+465
1606
$2K ﹤0.01%
259
-378
1607
$2K ﹤0.01%
102
1608
$2K ﹤0.01%
306
1609
$2K ﹤0.01%
701
1610
$2K ﹤0.01%
25
1611
$2K ﹤0.01%
86
-187
1612
$2K ﹤0.01%
900
1613
$2K ﹤0.01%
20
1614
$2K ﹤0.01%
12
1615
$2K ﹤0.01%
280
1616
$2K ﹤0.01%
93
1617
$1K ﹤0.01%
200
+199
1618
$1K ﹤0.01%
18
1619
$1K ﹤0.01%
23
1620
$1K ﹤0.01%
63
1621
$1K ﹤0.01%
28
-22
1622
$1K ﹤0.01%
11
1623
$1K ﹤0.01%
30
1624
$1K ﹤0.01%
52
+2
1625
$1K ﹤0.01%
38
63 64
65
66 67