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
1776
$1.58K ﹤0.01%
48
+5
1777
$1.57K ﹤0.01%
10
-1
1778
$1.56K ﹤0.01%
10
-2
1779
$1.55K ﹤0.01%
15
-2
1780
$1.55K ﹤0.01%
68
+32
1781
$1.54K ﹤0.01%
8
-1
1782
$1.54K ﹤0.01%
15
-3
1783
$1.53K ﹤0.01%
49
1784
$1.52K ﹤0.01%
57
-26
1785
$1.52K ﹤0.01%
57
+30
1786
$1.52K ﹤0.01%
14
+2
1787
$1.51K ﹤0.01%
56
-2
1788
$1.51K ﹤0.01%
9
-1
1789
$1.48K ﹤0.01%
34
-2
1790
$1.47K ﹤0.01%
8
+2
1791
$1.46K ﹤0.01%
5
+2
1792
$1.45K ﹤0.01%
6
-1
1793
$1.44K ﹤0.01%
36
-2
1794
$1.44K ﹤0.01%
6
+5
1795
$1.44K ﹤0.01%
9
+1
1796
$1.43K ﹤0.01%
100
1797
$1.43K ﹤0.01%
15
+1
1798
$1.36K ﹤0.01%
11
+3
1799
$1.36K ﹤0.01%
10
-2
1800
$1.34K ﹤0.01%
20
70 71
72
73 74