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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
2001
– –
-600
2002
$0 ﹤0.01%
2
2003
$0 ﹤0.01%
+2
2004
– –
-6,014
2005
– –
-107
2006
$0 ﹤0.01%
9
2007
– –
-550
2008
– –
-398
2009
– –
-150
2010
$0 ﹤0.01%
94
-73
2011
– –
-12
2012
$0 ﹤0.01%
1
2013
$0 ﹤0.01%
10
2014
– –
-1,271
2015
– –
-2,026
2016
– –
-200
2017
$0 ﹤0.01%
19
2018
– –
-600
2019
– –
0
2020
– –
-100
2021
– –
-394
2022
$0 ﹤0.01%
5
-44
2023
$0 ﹤0.01%
44
2024
– –
-400
2025
$0 ﹤0.01%
450
78 79 80
81
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