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
1751
$1.8K ﹤0.01%
14
+5
1752
$1.79K ﹤0.01%
11
-1
1753
$1.79K ﹤0.01%
34
-11
1754
$1.79K ﹤0.01%
34
1755
$1.78K ﹤0.01%
35
+10
1756
$1.78K ﹤0.01%
38
+2
1757
$1.77K ﹤0.01%
12
-2
1758
$1.76K ﹤0.01%
52
-6
1759
$1.75K ﹤0.01%
17
+1
1760
$1.73K ﹤0.01%
41
1761
$1.73K ﹤0.01%
58
+2
1762
$1.71K ﹤0.01%
50
-900
1763
$1.67K ﹤0.01%
37
-11
1764
$1.66K ﹤0.01%
12
+1
1765
$1.65K ﹤0.01%
47
1766
$1.64K ﹤0.01%
10
-1
1767
$1.64K ﹤0.01%
11
+5
1768
$1.61K ﹤0.01%
35
1769
$1.61K ﹤0.01%
11
+6
1770
$1.61K ﹤0.01%
+168
1771
$1.6K ﹤0.01%
15
1772
$1.6K ﹤0.01%
+462
1773
$1.6K ﹤0.01%
8
-1
1774
$1.58K ﹤0.01%
398
1775
$1.58K ﹤0.01%
136
+40
69 70
71
72 73