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
1676
$1K ﹤0.01%
180
-656
1677
$1K ﹤0.01%
5
1678
$1K ﹤0.01%
1,000
1679
$1K ﹤0.01%
317
1680
$1K ﹤0.01%
18
1681
$1K ﹤0.01%
18
1682
$1K ﹤0.01%
66
1683
$1K ﹤0.01%
474
1684
$1K ﹤0.01%
52
-207
1685
$1K ﹤0.01%
35
1686
$1K ﹤0.01%
70
1687
$1K ﹤0.01%
56
1688
$1K ﹤0.01%
62
1689
$1K ﹤0.01%
200
+199
1690
$1K ﹤0.01%
45
1691
$1K ﹤0.01%
89
1692
$1K ﹤0.01%
15
1693
$1K ﹤0.01%
9
1694
– –
0
1695
$1K ﹤0.01%
357
1696
$1K ﹤0.01%
57
1697
$1K ﹤0.01%
65
1698
$1K ﹤0.01%
8
-21
1699
$1K ﹤0.01%
+200
1700
$1K ﹤0.01%
40
66 67
68
69 70