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
1951
$765 ﹤0.01%
23
+12
1952
$761 ﹤0.01%
11
+2
1953
$760 ﹤0.01%
7
1954
$753 ﹤0.01%
40
1955
$748 ﹤0.01%
9
+5
1956
$745 ﹤0.01%
50
-5
1957
$744 ﹤0.01%
4
1958
$742 ﹤0.01%
42
+1
1959
$740 ﹤0.01%
8
-96
1960
$738 ﹤0.01%
5
-1
1961
$738 ﹤0.01%
13
+2
1962
$737 ﹤0.01%
8
1963
$734 ﹤0.01%
11
+1
1964
$725 ﹤0.01%
15
-1
1965
$725 ﹤0.01%
34
-3
1966
$723 ﹤0.01%
23
1967
$718 ﹤0.01%
31
1968
$718 ﹤0.01%
5
-1
1969
$714 ﹤0.01%
53
-4
1970
$714 ﹤0.01%
6
1971
$713 ﹤0.01%
33
1972
$710 ﹤0.01%
36
+2
1973
$709 ﹤0.01%
80
-2
1974
$703 ﹤0.01%
11
1975
$694 ﹤0.01%
14
77 78
79
80 81