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
$818M
AUM Growth
+$94.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,734
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$4.97M
3
+$3.22M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$3.17M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$2.62M

Top Sells

1
+$7.33M
2
+$4.04M
3
+$3.95M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.43M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.37M

Sector Composition

1 Healthcare 6.48%
2 Industrials 6.23%
3 Technology 5.99%
4 Financials 4.21%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$704K 0.09%
31,100
-5,800
227
$691K 0.08%
5,041
+465
228
$690K 0.08%
26,313
+24,587
229
$689K 0.08%
6,287
+235
230
$689K 0.08%
9,198
+63
231
$683K 0.08%
6,549
-450
232
$678K 0.08%
1,901
-521
233
$677K 0.08%
2,625
234
$676K 0.08%
11,411
-74
235
$674K 0.08%
4,118
-222
236
$672K 0.08%
7,981
+749
237
$672K 0.08%
5,298
+647
238
$671K 0.08%
18,982
+1,720
239
$669K 0.08%
33,500
240
$664K 0.08%
75,574
+21,317
241
$661K 0.08%
18,912
+6,352
242
$656K 0.08%
30,500
-1,800
243
$653K 0.08%
3,101
244
$649K 0.08%
5,934
+1,045
245
$643K 0.08%
4,070
-103
246
$643K 0.08%
21,270
-7,102
247
$642K 0.08%
20,942
-1,150
248
$635K 0.08%
5,711
+155
249
$628K 0.08%
12,553
+1,742
250
$626K 0.08%
8,685
-20
8 9
10
11 12