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
176
$1.37M 0.12%
14,509
+6
177
$1.36M 0.12%
11,999
+190
178
$1.35M 0.12%
40,456
+5,214
179
$1.35M 0.12%
1,137
-7
180
$1.32M 0.11%
26,165
+24,083
181
$1.32M 0.11%
81,257
-1,470
182
$1.31M 0.11%
10,414
-139
183
$1.3M 0.11%
31,119
+18,987
184
$1.29M 0.11%
3,307
-86
185
$1.28M 0.11%
17,645
+18
186
$1.28M 0.11%
28,222
+2,069
187
$1.26M 0.11%
20,378
+1,116
188
$1.25M 0.11%
7,871
-507
189
$1.24M 0.11%
6,914
-74
190
$1.23M 0.11%
16,388
+4,460
191
$1.22M 0.1%
23,600
-451
192
$1.22M 0.1%
9,055
-463
193
$1.22M 0.1%
24,950
+939
194
$1.22M 0.1%
13,910
+1,612
195
$1.19M 0.1%
+23,860
196
$1.15M 0.1%
5,093
-207
197
$1.15M 0.1%
28,174
-88
198
$1.14M 0.1%
15,148
+950
199
$1.14M 0.1%
32,578
200
$1.14M 0.1%
12,975
+3,205
6 7
8
9 10