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
1651
$1K ﹤0.01%
53
+1
1652
$1K ﹤0.01%
122
1653
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20
1654
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22
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30
1656
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5
1657
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+15
1658
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21
1659
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121
-735
1660
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+76
1661
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70
-89
1662
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250
1663
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29
1664
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15
1665
$1K ﹤0.01%
+64
1666
$1K ﹤0.01%
60
1667
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47
1668
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37
1669
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17
1670
$1K ﹤0.01%
9
1671
$1K ﹤0.01%
+250
1672
$1K ﹤0.01%
54
1673
$1K ﹤0.01%
200
1674
$1K ﹤0.01%
15
1675
$1K ﹤0.01%
50
65 66
67
68 69