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
276
$401K 0.06%
6,708
+547
277
$397K 0.05%
6,343
-1,251
278
$396K 0.05%
6,021
+316
279
$396K 0.05%
4,651
+541
280
$388K 0.05%
10,763
-890
281
$385K 0.05%
3,584
+2,321
282
$384K 0.05%
+36,430
283
$384K 0.05%
9,608
284
$383K 0.05%
5,945
+413
285
$381K 0.05%
3,256
+384
286
$381K 0.05%
5,813
-394
287
$378K 0.05%
9,525
+7,102
288
$375K 0.05%
6,746
+2,841
289
$374K 0.05%
12,560
+5,805
290
$374K 0.05%
2,781
+171
291
$372K 0.05%
15,537
-666
292
$371K 0.05%
25,618
+1,050
293
$369K 0.05%
6,854
-58
294
$368K 0.05%
11,449
-496
295
$367K 0.05%
9,275
-700
296
$366K 0.05%
11,303
-9,453
297
$365K 0.05%
8,313
+4
298
$364K 0.05%
15,523
-1,987
299
$357K 0.05%
2,726
-329
300
$357K 0.05%
5,219
+223
10 11
12
13 14