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
251
$624K 0.08%
2,063
-82
252
$617K 0.08%
5,935
+209
253
$607K 0.07%
47,420
+5,400
254
$605K 0.07%
11,365
+1,677
255
$593K 0.07%
9,305
+2,559
256
$593K 0.07%
24,654
+5,488
257
$590K 0.07%
12,436
+1,514
258
$585K 0.07%
10,847
+6,070
259
$578K 0.07%
6,871
+547
260
$576K 0.07%
27,975
-337
261
$568K 0.07%
8,917
262
$567K 0.07%
7,390
+1,000
263
$567K 0.07%
19,495
-1,604
264
$564K 0.07%
7,917
+1,896
265
$564K 0.07%
31,950
+1,200
266
$561K 0.07%
11,262
+11,060
267
$551K 0.07%
18,280
+5,120
268
$541K 0.07%
13,916
-3,352
269
$537K 0.07%
7,165
270
$535K 0.07%
21,606
-315
271
$526K 0.06%
3,295
+514
272
$519K 0.06%
1,519
+279
273
$515K 0.06%
3,999
-123
274
$513K 0.06%
6,197
-883
275
$500K 0.06%
2,014
+403
9 10
11
12 13