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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
1701
$1K ﹤0.01%
7
1702
$1K ﹤0.01%
96
1703
$1K ﹤0.01%
6
-10
1704
$1K ﹤0.01%
235
1705
$1K ﹤0.01%
19
1706
$1K ﹤0.01%
32
1707
$1K ﹤0.01%
161
1708
$1K ﹤0.01%
50
1709
$1K ﹤0.01%
9
-2
1710
$1K ﹤0.01%
+110
1711
$1K ﹤0.01%
11
1712
$1K ﹤0.01%
109
1713
$1K ﹤0.01%
6
1714
$1K ﹤0.01%
88
1715
$1K ﹤0.01%
56
1716
$1K ﹤0.01%
23
1717
$1K ﹤0.01%
43
1718
$1K ﹤0.01%
7
1719
$1K ﹤0.01%
47
-59
1720
$1K ﹤0.01%
53
+1
1721
$1K ﹤0.01%
122
1722
$1K ﹤0.01%
20
1723
$1K ﹤0.01%
22
1724
$1K ﹤0.01%
30
1725
$1K ﹤0.01%
5
67 68
69
70 71