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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
1926
– –
-40
1927
$0 ﹤0.01%
28
1928
$0 ﹤0.01%
20
+5
1929
– –
-250
1930
$0 ﹤0.01%
19
-81
1931
– –
-800
1932
– –
-500
1933
$0 ﹤0.01%
+35
1934
– –
0
1935
$0 ﹤0.01%
9
1936
– –
-200
1937
$0 ﹤0.01%
1
1938
$0 ﹤0.01%
10
1939
– –
-50
1940
– –
-1
1941
$0 ﹤0.01%
63
+1
1942
– –
0
1943
$0 ﹤0.01%
12
1944
– –
-700
1945
$0 ﹤0.01%
2
1946
– –
-10
1947
– –
-16
1948
– –
-17
1949
$0 ﹤0.01%
82
1950
– –
-920
76 77
78
79 80