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
1926
$836 ﹤0.01%
18
+14
1927
$834 ﹤0.01%
+14
1928
$826 ﹤0.01%
100
1929
$810 ﹤0.01%
24
1930
$809 ﹤0.01%
6
+4
1931
$804 ﹤0.01%
28
-304
1932
$803 ﹤0.01%
20
-2
1933
$802 ﹤0.01%
+54
1934
$799 ﹤0.01%
47
1935
$796 ﹤0.01%
+132
1936
$792 ﹤0.01%
113
1937
$791 ﹤0.01%
10
-34
1938
$790 ﹤0.01%
14
-26
1939
$782 ﹤0.01%
95
1940
$780 ﹤0.01%
7
1941
$780 ﹤0.01%
4
1942
$774 ﹤0.01%
7
-1
1943
$774 ﹤0.01%
12
1944
$774 ﹤0.01%
28
-6
1945
$773 ﹤0.01%
13
-2
1946
$773 ﹤0.01%
24
+4
1947
$770 ﹤0.01%
70
1948
$770 ﹤0.01%
20
+11
1949
$769 ﹤0.01%
12
-1
1950
$768 ﹤0.01%
18
76 77
78
79 80