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
251
$493K 0.07%
30,750
-3,900
252
$487K 0.07%
21,921
-3,033
253
$478K 0.07%
12,960
+2,400
254
$474K 0.07%
2,625
255
$470K 0.06%
4,122
-2,703
256
$468K 0.06%
19,075
-4,807
257
$466K 0.06%
4,889
-141
258
$464K 0.06%
2,874
+2,169
259
$457K 0.06%
6,390
+2,343
260
$453K 0.06%
10,922
-1,296
261
$452K 0.06%
7,080
+2,215
262
$446K 0.06%
40,300
-15,400
263
$436K 0.06%
7,660
+1,791
264
$435K 0.06%
42,020
-2,700
265
$433K 0.06%
8,024
+3,080
266
$433K 0.06%
9,688
+1,148
267
$433K 0.06%
28,675
+1,999
268
$432K 0.06%
19,166
+3,012
269
$427K 0.06%
20,874
+11,711
270
$415K 0.06%
54,257
-5,812
271
$414K 0.06%
16,331
+1,004
272
$412K 0.06%
21,388
-5,296
273
$407K 0.06%
4,108
-10,419
274
$405K 0.06%
6,099
+519
275
$403K 0.06%
24,542
+106
9 10
11
12 13