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
1826
$1.25K ﹤0.01%
3
-1
1827
$1.25K ﹤0.01%
+14
1828
$1.25K ﹤0.01%
23
+5
1829
$1.25K ﹤0.01%
60
-28
1830
$1.23K ﹤0.01%
30
+12
1831
$1.23K ﹤0.01%
26
-1
1832
$1.22K ﹤0.01%
26
+2
1833
$1.21K ﹤0.01%
9
+1
1834
$1.2K ﹤0.01%
79
1835
$1.19K ﹤0.01%
61
1836
$1.19K ﹤0.01%
32
+3
1837
$1.17K ﹤0.01%
99
-112
1838
$1.17K ﹤0.01%
40
1839
$1.17K ﹤0.01%
31
-18
1840
$1.16K ﹤0.01%
48
-4
1841
$1.16K ﹤0.01%
8
-1
1842
$1.16K ﹤0.01%
15
1843
$1.15K ﹤0.01%
15
-1
1844
$1.15K ﹤0.01%
8
-2
1845
$1.15K ﹤0.01%
56
-19
1846
$1.15K ﹤0.01%
12
-1
1847
$1.15K ﹤0.01%
12
-1
1848
$1.14K ﹤0.01%
3
-1
1849
$1.14K ﹤0.01%
9
+1
1850
$1.14K ﹤0.01%
12
-2
72 73
74
75 76