AF

Advisornet Financial Portfolio holdings

AUM $1.88B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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%
5
1702
$1K ﹤0.01%
1,000
1703
$1K ﹤0.01%
317
1704
$1K ﹤0.01%
18
1705
$1K ﹤0.01%
18
1706
$1K ﹤0.01%
66
1707
$1K ﹤0.01%
474
1708
$1K ﹤0.01%
52
-207
1709
$1K ﹤0.01%
35
1710
$1K ﹤0.01%
70
1711
$1K ﹤0.01%
56
1712
$1K ﹤0.01%
62
1713
$1K ﹤0.01%
9
1714
– –
0
1715
$1K ﹤0.01%
65
1716
$1K ﹤0.01%
8
-21
1717
$1K ﹤0.01%
+200
1718
$1K ﹤0.01%
40
1719
$1K ﹤0.01%
69
1720
$1K ﹤0.01%
52
+20
1721
$1K ﹤0.01%
26
1722
$1K ﹤0.01%
159
1723
$1K ﹤0.01%
55
1724
$1K ﹤0.01%
40
1725
$1K ﹤0.01%
105
+100
67 68
69
70 71