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
1626
$2.99K ﹤0.01%
243
-1
1627
$2.98K ﹤0.01%
12
+6
1628
$2.98K ﹤0.01%
387
-10
1629
$2.97K ﹤0.01%
35
+8
1630
$2.97K ﹤0.01%
13
-1
1631
$2.97K ﹤0.01%
46
+12
1632
$2.93K ﹤0.01%
11
-23
1633
$2.92K ﹤0.01%
13
-2
1634
$2.91K ﹤0.01%
45
1635
$2.87K ﹤0.01%
140
1636
$2.83K ﹤0.01%
740
1637
$2.82K ﹤0.01%
132
1638
$2.79K ﹤0.01%
150
1639
$2.78K ﹤0.01%
167
-32
1640
$2.77K ﹤0.01%
34
+3
1641
$2.75K ﹤0.01%
37
1642
$2.73K ﹤0.01%
73
-8
1643
$2.73K ﹤0.01%
8
+3
1644
$2.71K ﹤0.01%
113
+20
1645
$2.71K ﹤0.01%
2,086
1646
$2.69K ﹤0.01%
117
-2
1647
$2.68K ﹤0.01%
42
1648
$2.67K ﹤0.01%
102
1649
$2.67K ﹤0.01%
72
1650
$2.66K ﹤0.01%
71
+23
64 65
66
67 68