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
1701
$1K ﹤0.01%
69
1702
$1K ﹤0.01%
30
1703
$1K ﹤0.01%
31
1704
$1K ﹤0.01%
464
1705
$1K ﹤0.01%
122
1706
$1K ﹤0.01%
149
-500
1707
$1K ﹤0.01%
40
1708
$1K ﹤0.01%
36
1709
$1K ﹤0.01%
3
-53
1710
$1K ﹤0.01%
5
-265
1711
$1K ﹤0.01%
26
-388
1712
$1K ﹤0.01%
12
1713
$1K ﹤0.01%
17
-398
1714
– –
0
1715
$1K ﹤0.01%
52
+20
1716
$1K ﹤0.01%
26
1717
$1K ﹤0.01%
159
1718
$1K ﹤0.01%
55
1719
$1K ﹤0.01%
5
1720
$1K ﹤0.01%
80
1721
$1K ﹤0.01%
40
1722
$1K ﹤0.01%
105
+100
1723
$1K ﹤0.01%
+200
1724
$1K ﹤0.01%
36
1725
$1K ﹤0.01%
200
67 68
69
70 71