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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
1726
$1K ﹤0.01%
+15
1727
$1K ﹤0.01%
21
1728
$1K ﹤0.01%
121
-735
1729
$1K ﹤0.01%
70
-89
1730
$1K ﹤0.01%
47
1731
$1K ﹤0.01%
17
1732
$1K ﹤0.01%
9
1733
$1K ﹤0.01%
+250
1734
$1K ﹤0.01%
54
1735
$1K ﹤0.01%
200
1736
$1K ﹤0.01%
69
1737
$1K ﹤0.01%
10
1738
$1K ﹤0.01%
+3
1739
$1K ﹤0.01%
78
1740
$1K ﹤0.01%
100
-5
1741
$1K ﹤0.01%
+76
1742
$0 ﹤0.01%
351
1743
$0 ﹤0.01%
1,000
1744
$0 ﹤0.01%
400
1745
– –
0
1746
– –
-152
1747
$0 ﹤0.01%
200
-30
1748
– –
-675
1749
– –
-300
1750
$0 ﹤0.01%
100
-300
68 69
70
71 72