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
$724M
AUM Growth
-$71.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,672
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$6.12M
3
+$4.79M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.89M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.7M

Top Sells

1
+$7.52M
2
+$6.67M
3
+$5.15M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.86M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$4.22M

Sector Composition

1 Healthcare 6.58%
2 Industrials 6.02%
3 Technology 5.22%
4 Financials 4.02%
5 Consumer Discretionary 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$575K 0.08%
33,500
-6,900
227
$568K 0.08%
8,720
-1,541
228
$563K 0.08%
8,917
229
$563K 0.08%
1,657
+651
230
$558K 0.08%
4,173
-498
231
$550K 0.08%
23,678
-3,035
232
$548K 0.08%
4,576
+888
233
$544K 0.08%
17,262
-828
234
$539K 0.07%
18,209
+1,539
235
$536K 0.07%
7,232
+93
236
$534K 0.07%
10,248
+3,301
237
$533K 0.07%
11,267
-547
238
$527K 0.07%
7,165
239
$527K 0.07%
3,101
-90
240
$526K 0.07%
4,795
-615
241
$526K 0.07%
6,324
+4,120
242
$525K 0.07%
8,705
243
$519K 0.07%
21,099
-5,598
244
$515K 0.07%
8,276
245
$512K 0.07%
9,135
-200
246
$510K 0.07%
5,726
+65
247
$504K 0.07%
28,312
-7,990
248
$495K 0.07%
4,939
+4,819
249
$493K 0.07%
10,811
+1,319
250
$493K 0.07%
11,109
+1,781
8 9
10
11 12