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
1801
$1.33K ﹤0.01%
36
1802
$1.33K ﹤0.01%
25
-139
1803
$1.32K ﹤0.01%
39
+2
1804
$1.32K ﹤0.01%
69
1805
$1.32K ﹤0.01%
4
1806
$1.32K ﹤0.01%
9
-3
1807
$1.32K ﹤0.01%
3
1808
$1.31K ﹤0.01%
29
-96
1809
$1.31K ﹤0.01%
12
1810
$1.3K ﹤0.01%
12
-8
1811
$1.29K ﹤0.01%
38
-45
1812
$1.29K ﹤0.01%
17
-1
1813
$1.29K ﹤0.01%
23
+1
1814
$1.29K ﹤0.01%
34
+8
1815
$1.29K ﹤0.01%
214
+2
1816
$1.28K ﹤0.01%
20
-3
1817
$1.28K ﹤0.01%
65
-25
1818
$1.27K ﹤0.01%
29
-12
1819
$1.27K ﹤0.01%
20
1820
$1.27K ﹤0.01%
+29
1821
$1.27K ﹤0.01%
15
-1
1822
$1.27K ﹤0.01%
65
-37
1823
$1.26K ﹤0.01%
+400
1824
$1.26K ﹤0.01%
24
+2
1825
$1.25K ﹤0.01%
47
71 72
73
74 75