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
1601
$3.3K ﹤0.01%
69
-6
1602
$3.3K ﹤0.01%
265
1603
$3.3K ﹤0.01%
+203
1604
$3.29K ﹤0.01%
29
-44
1605
$3.27K ﹤0.01%
35
-11
1606
$3.26K ﹤0.01%
110
1607
$3.24K ﹤0.01%
4
-12
1608
$3.23K ﹤0.01%
36
-11
1609
$3.23K ﹤0.01%
100
-120
1610
$3.21K ﹤0.01%
150
-1,905
1611
$3.16K ﹤0.01%
29
1612
$3.15K ﹤0.01%
22
-3
1613
$3.15K ﹤0.01%
42
+17
1614
$3.14K ﹤0.01%
61
+11
1615
$3.13K ﹤0.01%
73
+52
1616
$3.12K ﹤0.01%
40
+1
1617
$3.12K ﹤0.01%
26
+13
1618
$3.09K ﹤0.01%
109
+65
1619
$3.09K ﹤0.01%
+14
1620
$3.09K ﹤0.01%
52
-48
1621
$3.08K ﹤0.01%
9
-29
1622
$3.07K ﹤0.01%
32
-4
1623
$3.05K ﹤0.01%
48
-8
1624
$3.04K ﹤0.01%
35
+7
1625
$3.03K ﹤0.01%
304
-3,751
63 64
65
66 67