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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
1901
– –
-500
1902
$0 ﹤0.01%
6
1903
– –
-102
1904
– –
-1,600
1905
– –
-280
1906
– –
0
1907
$0 ﹤0.01%
105
-500
1908
– –
-1
1909
– –
-910
1910
$0 ﹤0.01%
+22
1911
$0 ﹤0.01%
85
-6
1912
$0 ﹤0.01%
+5
1913
$0 ﹤0.01%
16
1914
$0 ﹤0.01%
40
1915
– –
-598
1916
$0 ﹤0.01%
25
1917
– –
-1
1918
– –
-120
1919
– –
-153
1920
$0 ﹤0.01%
6
1921
– –
-10,128
1922
– –
-5,600
1923
– –
-2,640
1924
– –
-2,536
1925
– –
-1,541
75 76
77
78 79