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
2176
$254 ﹤0.01%
3
-1
2177
$254 ﹤0.01%
+40
2178
$253 ﹤0.01%
2
2179
$253 ﹤0.01%
15
2180
$252 ﹤0.01%
22
2181
$249 ﹤0.01%
2
+1
2182
$248 ﹤0.01%
+6
2183
$248 ﹤0.01%
25
2184
$246 ﹤0.01%
10
2185
$246 ﹤0.01%
5
-1
2186
$246 ﹤0.01%
20
2187
$245 ﹤0.01%
23
-3
2188
$245 ﹤0.01%
17
+1
2189
$243 ﹤0.01%
5
2190
$242 ﹤0.01%
7
-1
2191
$242 ﹤0.01%
13
-2
2192
$240 ﹤0.01%
+1
2193
$240 ﹤0.01%
5
+2
2194
$240 ﹤0.01%
6
-1
2195
$236 ﹤0.01%
5
+1
2196
$236 ﹤0.01%
23
-5
2197
$233 ﹤0.01%
+5
2198
$233 ﹤0.01%
4
2199
$232 ﹤0.01%
10
+2
2200
$230 ﹤0.01%
+37
86 87
88
89 90