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
1976
$690 ﹤0.01%
8
+4
1977
$688 ﹤0.01%
2
1978
$679 ﹤0.01%
10
-2
1979
$663 ﹤0.01%
20
-48
1980
$658 ﹤0.01%
7
-8
1981
$655 ﹤0.01%
16
+2
1982
$654 ﹤0.01%
127
-22
1983
$653 ﹤0.01%
7
+3
1984
$653 ﹤0.01%
9
-2
1985
$653 ﹤0.01%
7
-1
1986
$653 ﹤0.01%
10
-1
1987
$651 ﹤0.01%
22
1988
$649 ﹤0.01%
12
+2
1989
$648 ﹤0.01%
6
+1
1990
$646 ﹤0.01%
5
-1
1991
$644 ﹤0.01%
35
+8
1992
$640 ﹤0.01%
7
+6
1993
$640 ﹤0.01%
14
-78
1994
$639 ﹤0.01%
67
+33
1995
$639 ﹤0.01%
11
+1
1996
$637 ﹤0.01%
6
+1
1997
$635 ﹤0.01%
11
1998
$635 ﹤0.01%
28
-1
1999
$633 ﹤0.01%
43
2000
$631 ﹤0.01%
9
-4
78 79
80
81 82