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
1901
$925 ﹤0.01%
10
1902
$925 ﹤0.01%
90
1903
$921 ﹤0.01%
5
-2
1904
$916 ﹤0.01%
30
1905
$911 ﹤0.01%
23
-1
1906
$906 ﹤0.01%
30
+25
1907
$904 ﹤0.01%
15
-8
1908
$899 ﹤0.01%
5
-2
1909
$891 ﹤0.01%
11
-2
1910
$889 ﹤0.01%
30
+17
1911
$886 ﹤0.01%
10
1912
$885 ﹤0.01%
10
-54
1913
$883 ﹤0.01%
25
1914
$880 ﹤0.01%
26
-17
1915
$879 ﹤0.01%
14
+3
1916
$877 ﹤0.01%
27
+1
1917
$874 ﹤0.01%
75
1918
$869 ﹤0.01%
9
1919
$868 ﹤0.01%
21
+4
1920
$862 ﹤0.01%
63
-11
1921
$849 ﹤0.01%
7
1922
$848 ﹤0.01%
+150
1923
$844 ﹤0.01%
6
-2
1924
$836 ﹤0.01%
10
-1
1925
$836 ﹤0.01%
31
-680
75 76
77
78 79