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
2126
$345 ﹤0.01%
5
-16
2127
$342 ﹤0.01%
4
-4
2128
$340 ﹤0.01%
8
2129
$333 ﹤0.01%
4
2130
$332 ﹤0.01%
13
-3
2131
$332 ﹤0.01%
213
2132
$330 ﹤0.01%
15
2133
$326 ﹤0.01%
27
-5
2134
$323 ﹤0.01%
4
-4
2135
$322 ﹤0.01%
71
+67
2136
$316 ﹤0.01%
30
+1
2137
$316 ﹤0.01%
9
-3
2138
$314 ﹤0.01%
20
2139
$313 ﹤0.01%
58
2140
$311 ﹤0.01%
34
2141
$311 ﹤0.01%
16
+1
2142
$307 ﹤0.01%
+8
2143
$306 ﹤0.01%
+9
2144
$305 ﹤0.01%
23
-1
2145
$303 ﹤0.01%
18
-97
2146
$300 ﹤0.01%
10
2147
$295 ﹤0.01%
1
-1
2148
$292 ﹤0.01%
6
-2
2149
$288 ﹤0.01%
34
+1
2150
$288 ﹤0.01%
36
-79
84 85
86
87 88