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AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
-$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,045
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$15M
3
+$5.42M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$5.32M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.08M

Top Sells

1
+$4.9M
2
+$3.92M
3
+$3.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.83M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.35M

Sector Composition

1 Technology 6.29%
2 Healthcare 5.56%
3 Industrials 4.2%
4 Financials 3.43%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
– –
0
1852
– –
-50
1853
$0 ﹤0.01%
4
1854
$0 ﹤0.01%
9
-167
1855
– –
-2
1856
– –
0
1857
– –
-119
1858
$0 ﹤0.01%
11
1859
– –
-310
1860
– –
-266
1861
$0 ﹤0.01%
140
-500
1862
– –
-6,947
1863
– –
-2,750
1864
– –
-2,050
1865
$0 ﹤0.01%
40
1866
$0 ﹤0.01%
+6
1867
$0 ﹤0.01%
50
1868
– –
-1,795
1869
$0 ﹤0.01%
+100
1870
$0 ﹤0.01%
60
1871
$0 ﹤0.01%
39
1872
– –
-1,300
1873
– –
-1,043
1874
– –
-2,350
1875
$0 ﹤0.01%
300
73 74
75
76 77