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
2326
$28 ﹤0.01%
+1
2327
$27 ﹤0.01%
+2
2328
$26 ﹤0.01%
8
2329
– –
0
2330
$24 ﹤0.01%
+2
2331
$21 ﹤0.01%
7
2332
$18 ﹤0.01%
3
2333
$17 ﹤0.01%
+1
2334
$11 ﹤0.01%
3
2335
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0
2336
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0
2337
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-400
2338
– –
-32
2339
– –
-11
2340
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-4
2341
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2342
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2343
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2344
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2345
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2346
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2347
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2348
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2349
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2350
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-800
92 93
94
95 96