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
1851
$1.13K ﹤0.01%
20
1852
$1.13K ﹤0.01%
11
1853
$1.13K ﹤0.01%
25
-5
1854
$1.13K ﹤0.01%
14
+7
1855
$1.12K ﹤0.01%
221
1856
$1.11K ﹤0.01%
65
1857
$1.11K ﹤0.01%
14
-2
1858
$1.11K ﹤0.01%
75
1859
$1.09K ﹤0.01%
20
+2
1860
$1.09K ﹤0.01%
220
1861
$1.09K ﹤0.01%
42
1862
$1.09K ﹤0.01%
14
1863
$1.08K ﹤0.01%
+16
1864
$1.08K ﹤0.01%
27
+2
1865
$1.07K ﹤0.01%
15
-3
1866
$1.06K ﹤0.01%
16
+3
1867
$1.06K ﹤0.01%
46
+35
1868
$1.05K ﹤0.01%
21
+2
1869
$1.05K ﹤0.01%
7
-5
1870
$1.05K ﹤0.01%
9
-2
1871
$1.04K ﹤0.01%
7
-16
1872
$1.04K ﹤0.01%
29
+24
1873
$1.04K ﹤0.01%
20
1874
$1.03K ﹤0.01%
8
+2
1875
$1.03K ﹤0.01%
10
-2
73 74
75
76 77