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
1726
$1.94K ﹤0.01%
183
-8
1727
$1.93K ﹤0.01%
500
1728
$1.92K ﹤0.01%
+16
1729
$1.91K ﹤0.01%
55
1730
$1.9K ﹤0.01%
58
-6
1731
$1.9K ﹤0.01%
10
-1
1732
$1.9K ﹤0.01%
28
+10
1733
$1.88K ﹤0.01%
37
-12
1734
$1.88K ﹤0.01%
112
1735
$1.88K ﹤0.01%
25
+15
1736
$1.85K ﹤0.01%
+37
1737
$1.85K ﹤0.01%
36
1738
$1.84K ﹤0.01%
500
1739
$1.84K ﹤0.01%
38
1740
$1.84K ﹤0.01%
50
+18
1741
$1.83K ﹤0.01%
51
-10
1742
$1.83K ﹤0.01%
20
-3
1743
$1.83K ﹤0.01%
31
1744
$1.83K ﹤0.01%
22
1745
$1.82K ﹤0.01%
25
1746
$1.82K ﹤0.01%
16
+10
1747
$1.81K ﹤0.01%
98
1748
$1.81K ﹤0.01%
200
1749
$1.81K ﹤0.01%
7
+3
1750
$1.8K ﹤0.01%
60
-25
68 69
70
71 72