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
$1.17B
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,545
New
Increased
Reduced
Closed

Top Buys

1
+$4.57M
2
+$4.1M
3
+$2.53M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.45M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.41M

Top Sells

1
+$3.78M
2
+$3.41M
3
+$2.3M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.9M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$1.3M

Sector Composition

1 Technology 8.46%
2 Healthcare 4.66%
3 Industrials 4.04%
4 Financials 3.48%
5 Consumer Staples 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$2.13K ﹤0.01%
8
1702
$2.11K ﹤0.01%
210
+35
1703
$2.1K ﹤0.01%
43
1704
$2.08K ﹤0.01%
750
1705
$2.08K ﹤0.01%
1,354
+21
1706
$2.08K ﹤0.01%
230
1707
$2.06K ﹤0.01%
72
+60
1708
$2.05K ﹤0.01%
49
+10
1709
$2.03K ﹤0.01%
9
-56
1710
$2.03K ﹤0.01%
27
-4
1711
$2.03K ﹤0.01%
31
-3
1712
$2.02K ﹤0.01%
72
1713
$2.02K ﹤0.01%
65
-9
1714
$2K ﹤0.01%
1,740
1715
$2K ﹤0.01%
110
-115
1716
$1.99K ﹤0.01%
80
1717
$1.99K ﹤0.01%
25
+23
1718
$1.98K ﹤0.01%
12
1719
$1.97K ﹤0.01%
26
-1
1720
$1.97K ﹤0.01%
55
1721
$1.97K ﹤0.01%
17
1722
$1.96K ﹤0.01%
278
-2
1723
$1.96K ﹤0.01%
23
-2
1724
$1.95K ﹤0.01%
133
-2
1725
$1.95K ﹤0.01%
19
-47
67 68
69
70 71