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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
1651
$1K ﹤0.01%
180
-656
1652
$1K ﹤0.01%
5
1653
$1K ﹤0.01%
1,000
1654
$1K ﹤0.01%
317
1655
$1K ﹤0.01%
18
1656
$1K ﹤0.01%
18
1657
$1K ﹤0.01%
66
1658
$1K ﹤0.01%
474
1659
$1K ﹤0.01%
52
-207
1660
$1K ﹤0.01%
35
1661
$1K ﹤0.01%
70
1662
$1K ﹤0.01%
56
1663
$1K ﹤0.01%
62
1664
$1K ﹤0.01%
45
1665
$1K ﹤0.01%
89
1666
$1K ﹤0.01%
15
1667
$1K ﹤0.01%
9
1668
– –
0
1669
$1K ﹤0.01%
357
1670
$1K ﹤0.01%
57
1671
$1K ﹤0.01%
65
1672
$1K ﹤0.01%
8
-21
1673
$1K ﹤0.01%
+200
1674
$1K ﹤0.01%
40
1675
$1K ﹤0.01%
69
65 66
67
68 69