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
2151
$287 ﹤0.01%
+14
2152
$286 ﹤0.01%
+15
2153
$285 ﹤0.01%
1
2154
$284 ﹤0.01%
9
+3
2155
$284 ﹤0.01%
35
+2
2156
$282 ﹤0.01%
36
+2
2157
$282 ﹤0.01%
6
+1
2158
$280 ﹤0.01%
12
2159
$280 ﹤0.01%
+8
2160
$279 ﹤0.01%
5
2161
$278 ﹤0.01%
3
+1
2162
$278 ﹤0.01%
+7
2163
$278 ﹤0.01%
40
2164
$277 ﹤0.01%
+4
2165
$275 ﹤0.01%
24
-4
2166
$274 ﹤0.01%
10
-58
2167
$271 ﹤0.01%
10
+5
2168
$271 ﹤0.01%
6
-75
2169
$270 ﹤0.01%
45
+4
2170
$267 ﹤0.01%
2
-1
2171
$266 ﹤0.01%
5
+1
2172
$264 ﹤0.01%
4
-1
2173
$263 ﹤0.01%
+22
2174
$258 ﹤0.01%
5
-2
2175
$255 ﹤0.01%
96
+3
85 86
87
88 89