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
2251
$126 ﹤0.01%
+1
2252
$119 ﹤0.01%
+1
2253
$115 ﹤0.01%
8
+1
2254
$115 ﹤0.01%
1
2255
$115 ﹤0.01%
1
-1
2256
$115 ﹤0.01%
3
-1
2257
$114 ﹤0.01%
4
2258
$112 ﹤0.01%
+5
2259
$111 ﹤0.01%
+4
2260
$111 ﹤0.01%
50
2261
$108 ﹤0.01%
2
2262
$103 ﹤0.01%
+8
2263
$102 ﹤0.01%
+1
2264
$101 ﹤0.01%
18
-9
2265
$101 ﹤0.01%
9
2266
$99 ﹤0.01%
165
2267
$98 ﹤0.01%
+3
2268
$98 ﹤0.01%
+13
2269
$96 ﹤0.01%
+4
2270
$95 ﹤0.01%
3
2271
$90 ﹤0.01%
3
+1
2272
$89 ﹤0.01%
5
+2
2273
$88 ﹤0.01%
10
-1
2274
$87 ﹤0.01%
9
2275
$85 ﹤0.01%
5
+1
89 90
91
92 93