AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
1626
$1K ﹤0.01%
190
+140
1627
$1K ﹤0.01%
30
1628
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5
1629
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+15
1630
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15
1631
$1K ﹤0.01%
+64
1632
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37
1633
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200
+199
1634
$1K ﹤0.01%
45
1635
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89
1636
$1K ﹤0.01%
15
1637
$1K ﹤0.01%
357
1638
$1K ﹤0.01%
57
1639
$1K ﹤0.01%
30
1640
$1K ﹤0.01%
31
1641
$1K ﹤0.01%
464
1642
$1K ﹤0.01%
122
1643
$1K ﹤0.01%
3
-53
1644
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5
-265
1645
$1K ﹤0.01%
26
-388
1646
$1K ﹤0.01%
12
1647
$1K ﹤0.01%
17
-398
1648
– –
0
1649
$1K ﹤0.01%
5
1650
$1K ﹤0.01%
80
64 65
66
67 68